Investing

We talk a lot around here about the importance of staying the course. Jack Bogle was fond of saying, don’t … Read more

Founded in 2013 shortly after the passage of the JOBS Act allowed for this business model, Crowdstreet has emerged as … Read more

Would you believe that a non-qualified brokerage account, a.k.a. taxable account could mimic the benefits of a Roth IRA? Or … Read more

“How are you feeling?” As a physician, that phrase, or something close to it, may have been one of the … Read more

We’re all looking to reduce our income tax bill. Not sure anyone’s looking to leave Uncle Sam a tip, after … Read more

It’s like you’ve seen the movie. You know how it goes. And yet you pull the trigger, because you’re afraid … Read more

If we all were able to know where the market was going to trade, we’d all be rich. But that’s … Read more

If you’ve been paying attention to the news, you certainly know that inflation is running pretty hot. To combat this, … Read more

Asset protection made easy sounds like an impossible task, but Dr. Jim Dahle has set out to demystify this potentially … Read more

Performance chasing can be tempting. Those fund managers, stock pickers, and companies who seem to always outperform, always beat, and … Read more

Have you been looking at your portfolio’s performance lately? Has it met with what you were expecting? Do you understand … Read more

I think, if we’re honest with ourselves, most of us think we’re smarter at many things than we are in … Read more

Many of us grew up picking up loose changes others dropped on the ground. We stuffed it in our piggybanks … Read more

It’s one of the more hotly contested debates there is in investing.  Income, or cash flow, vs. total return investing. … Read more

William J. Bernstein wrote in his short but highly useful book If You Can to beware of financial professionals. “Act … Read more

Investing in a bear market sure is exciting, isn’t it? My first day on the job was July 3, 2006. … Read more

Bond. James Bond. Bonds. The ballast of a robust, stable portfolio. The dramamine for those sick from the market’s ocean … Read more

Each month, the U.S. Bureau of Labor and Statistics updates inflation numbers by publishing data for the Consumer Price Index, … Read more

Why would anyone want to buy I Bonds? Does a guaranteed, annualized interest rate of 9.62% for the next six … Read more