Is it Time to Refinance Your Home Mortgage?
U.S. mortgage rates have taken an unexpected dip, to an average 6.09%, reaching [...]
The Corporate Jargon We Hate the Most
The Wall Street Journal (WSJ) article of this title really spoke to me--wait, [...]
More Electronic Fraud Prevention Tips
Most of us know to be skeptical of suspicious emails. But here's something [...]
The Big Scary Myth Stalking the Stock Market
Jason Zweig is one of my favorite Wall Street Journal writers. If I [...]
It’s Time for the Annual Forecasting Folly
Every year, about this time, the investment firms trot out their annual forecasts [...]
Issues to Consider for Newlyweds
With a daughter getting married in a week, I thought it was timely [...]
Morningstar’s 2025 “Mind the Gap” Study
Morningstar just released its annual Mind the Gap study. Get your own copy [...]
Understanding the U.S. Credit Downgrade and Its Impact on Investors
Graig Stettner, CFA | Financial Advisor & Partner Moody's recent decision to downgrade [...]
A Troubling Use of AI and How to Protect Yourself
I am both intrigued by the possibilities of AI and concerned about the [...]
Mind the Gap
Morningstar recently published a report, “Mind the Gap 2024,” which is a report [...]