Stock buybacks are again in the news as senators and even President Biden have shown interest in supporting proposals to limit them. From potentially taxing buybacks to adding other limits, stock buybacks have received much attention in the last year. Why all the fuss?... Read More
We all know that seeing your doctor regularly helps identify potential health problems before they become serious. But have you considered an annual checkup for your investment portfolio? A healthy portfolio can help ensure a satisfying life.... Read More
You are at a party, hanging with friends, or simply eavesdropping on a nearby conversation and you hear about someone investing in an exclusive fund that is not available to just anyone. Impressed by... Read More
A little over eighteen years ago, my wife and I welcomed our first child into the world. Later this month, we will be dropping her off for her freshman year of college. Where did the time go?! As I re... Read More
Assets in target-date funds reached $1.58 trillion at the end of 2020. Many people have chosen to use target-date funds as an easy one-stop shop for their investment (and especially retirement) needs.... Read More
Faithful readers (hi mom!) will recall that it was about a year ago that I wrote about the potential impact of a new virus that was starting to spread worldwide. The virus turned out to be much worse... Read More
Year-to-date, SPACs (Special-purpose acquisition companies) have raised over $48b, more than the last ten years combined. It seems like every day a new one gets announced, often with a recognizable na... Read More
You diligently saved to a 529 account over the years and watched the balance grow. Now the beneficiary of that account has graduated from college – congratulations! Looking at the latest statement, yo... Read More
The U.S. economy was in good shape heading into 2020, but the COVID-19 pandemic changed the narrative quickly. With large swaths of the economy closed for part of the first quarter, expectations for c... Read More
2019 was a solid year for the stock market. The first three weeks of 2020 started much the same way until the threat of the Wuhan coronavirus sent markets tumbling. While the impact at this time seems... Read More
