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Past Commentary & Articles

Cents of Self
March 10, 2021
tips for families on utilizing tax credits for working families

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

Market Commentary
March 5, 2021
savant market wise marketwise chart pack

Coronavirus cases have continued to fall as vaccinations rise heading into the spring. Meanwhile, the market kept roaring in February as small value stocks led the market surge. But what does the growing pile of debt mean for investors? Are value stocks still attractive after their strong outperformance the past few months? All that and more in this month’s edition of MarketWise!

March 5, 2021

Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.

February 26, 2021
Live Webinar

The balancing act of managing your family’s finances is a common challenge for Gen X. This video outlines five things you can do now to help balance everything and get on track: Build a solid financial plan, plan for education, budget and save, balance your retirement plan with the needs of your family, and look to the future.

White Papers
February 19, 2021
Evidence-based investing ebi

This paper introduces the methods and conclusions of Evidence-Based Investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches. In doing so, this paper will demonstrate the tangible benefits of a scientific approach for the individual investor.

February 15, 2021
value investing

Investors are always looking for a roadmap that will reveal the path to market-beating returns. For long-term investors, we can look to one of the market’s worst kept secrets: value investing.