Low Tax Rates and What to Do
The chart below depicts Federal income tax brackets (married filing jointly) going back [...]
Four Types of Investors
Personality tests continue to grow in popularity. These tests include everything from fun [...]
Wall of Worry
While it may not be one of the most popular stock [...]
Forecasting: Don’t We Have Better Things To Do?
In a former life, I wrote a blog called “Obvious Insights,” that had [...]
The Dunning-Kruger Effect
Imagine you are in a room full of people. Maybe you [...]
What’s the Inverted Yield Curve?
Just one month ago, there were few Google searches on the [...]
Outcome Bias
In the same way that sunshine follows rain, the Wall Street [...]
Backdoor Roth IRA Conversions — A Word of Caution
A Roth IRA can be an important piece of many financial plans. It [...]
Sequence of Returns Risk
Imagine retiring with an investment portfolio of $1,000,000 and a desire for an [...]
Our Investment Philosophy & Market Timing
Happy summer to you, dear reader. One of the fancy-sounding things that seems [...]