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Past Commentary & Articles
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.
People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?
There are many, varied opinions about crypto currency Bitcoin. Tesla’s recent $1.5 billion bet on Bitcoin has started quite a debate among Wall Street commentators. Investment research analyst Danny Noonan gives his perspective on this recent development.
The 2020 tax year was eventful in its own right with the CARES Act, stimulus payments, & federal student loan forgiveness. Before you file your 2020 tax return, keep these new guidelines in mind.
Real assets can offer lower correlations to stocks and bonds while also providing reasonable average returns. It’s a broad group, which is at least partially hedged against inflation, because they tend to increase in price as inflation increases.
In this month’s edition of MarketWise, we keep an eye on which asset classes dominated in January and how investors should think about “meme stonks.”
Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.
As happy as we are to have 2020 in the rear-view mirror, we shouldn’t lose sight of the valuable wisdom we gained and why humility is one of the most valuable attributes an investor can have.
The events in 2020 generated their own highs and lows. It was natural during the year to think this time is different with respect to the markets and economy. There is no doubt that 2020 was a unique year, but what is not different is that we continue to persevere through the low points in human history.
GameStop has struggled mightily in recent years, as gaming has undergone a massive shift to digital downloads and mobile gaming. While the fundamentals of the business haven’t really changed, the share price sure has.
2020 was full of surprises and swings in the market. In this recorded webinar, we look back at 2020 and share our 2021 market outlook.
A Health Savings Account (HSA) offers a triple tax savings benefit and can be a powerful tool in your retirement portfolio. Financial advisor Nicholas De Jong provides more details in his latest blog post.