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Past Commentary & Articles

Article
March 19, 2021
Step 1 of the Evidence-Based Investing Method: Challenge Conventional Wisdom

In the next installment of this series, chief investment officer Phil Huber focuses on the first step of Evidence-Based Investing: challenge conventional wisdom.

Article
March 18, 2021
Wait, how does evidence-based investing work? Here's the framework.

In the first of a series of blogs, we discuss the many downsides of a conventional investing approach, such as market timing, and provides a scientific framework to improve your investment strategy.

Wise Women
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!

Article
March 5, 2021
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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.

Article
March 3, 2021
Start a 529 plan how to

As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.

Article
February 25, 2021
US Dollar

Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.

Article
February 17, 2021
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

Article
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.

Article
February 11, 2021
bitcoin as payment for cars

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.

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