When you engage a financial advisor, enroll in a 401(k) at your workplace, or initiate a new investment strategy, one of the pivotal questions often...
Summary: Stocks rallied in the first half of 2023, led by growth stocks, especially tech stocks, especially AI stocks. While the US economy has performed better...
When we as financial advisors talk with investors about the virtues of diversification, asset allocation, and long-term investing, a question that often comes up is,...
Finance, especially investment management, has traditionally been a male-dominated industry, often noted for its swashbuckling machismo, aggressive competitiveness, and otherwise male-high-school-jock-stereotype nature as in popular...
A couple months ago, I wrote about the dangers of levered ETFs, showing how these products designed to juice investor’s returns end up eroding capital...
This month, the financial press has been abuzz with the latest case study in Wall Street’s storied history of feeding speculative frenzies: the quadruple-levered ETF....
It’s 2016, extreme poverty is on the verge of disappearing from the earth, private companies are planning manned flights to Mars, you’re probably reading this...