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If corporations are becoming more efficient with higher profit margins, shouldn’t we expect higher returns? Can valuations remain this high or move higher? Absolutely. But there are limits.
Ultimately, markets are not just mathematical; they are psychological, emotional, and human. And the better you understand those parts, the better you’ll do.
When you disagree with someone about an investing issue, is it because you have distinct interpretations of a specific topic or because your starting beliefs and aims are entirely incompatible? It is almost certainly the latter.
Higher-earning Americans are feeling pretty good these days, but sentiment among those at the bottom is stagnating at much lower levels. There’s long been a gap like this between rich and poor – more money often means fewer problems. But this year, the difference in sentiment between the top and bottom is at its widest since 2018.
For a moment, it looked like corporate America would weigh carbon emissions alongside profits. More major companies soon announced climate goals and promised new standards of accountability. A few years later, the consensus is crumbling.
The massive tax and spending bill signed into law this month will have a broad impact on the healthcare and economic security of older Americans, especially ones with lower incomes.
Wondering how the OBBB will affect Physicians? Here’s everything you need to know.
It’s one thing to support your spouse’s dream of building a business, but it’s another to be in the dark about what that dream means for your family’s finances. We’re of the mindset that every business is a family business, whether you want it to be or not.
Life satisfaction tends to rise in our 50s and beyond. That’s probably thanks to some combination of more free time and less career/caregiving pressure. But the “Happiness U-Curve” isn’t automatic. The increase is strongest in relatively healthy people, have a sense of purpose, some degree of financial stability, anda connection to a supportive community.
When you give everything the same weight, nothing gets the attention it truly deserves. Have you paused to ask, “What’s my long-term plan?” Are you adopting boring but essential behaviors like emergency funds or staying invested during downturns, or reasonable asset allocations?
Here’s an interesting question: If you have limited space in your financial plan, are you better off paying 0% capital gains or doing low-tax Roth conversions?
A 529 plan isn’t complicated. Funding it is easy, and so is watching it grow. But using it without tripping a tax penalty or sabotaging your student’s financial aid? That part requires more precision than many of us realize.
Nearly 70% of Americans aged 65 and older will require some form of long-term support or services in their lifetime. Yet most of us don’t think about long-term care until the need is staring us in the face.
