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October 25, 2020

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Financial Education & News

Professor Kenneth French on How to Think About Investment Risk

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Top Heavy Market? Giant Firms on Top Is Nothing New

Top Heavy Market? Giant Firms on Top Is Nothing New

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, ...

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Under the Macroscope: When Stocks and the Economy Diverge

Under the Macroscope: When Stocks and the Economy Diverge

What’s going on in the market when stocks and the economy diverge? It can be puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock ...

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Spread the Word: What’s New with Valuation Ratios?

Spread the Word: What’s New with Valuation Ratios?

This is a good time to check in with valuation ratios. These have been challenging times for value stocks. Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized ...

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Update of The CARES Act, April 2020

Update of The CARES Act, April 2020

With much of the country in self-isolation, perhaps you’d appreciate an update of the CARES Act, or perhaps you have time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES ...

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Earning Dividends Is Not The Only Way To Grow Income

Earning Dividends Is Not The Only Way To Grow Income

Earning dividends aren’t the only way a stock investor can generate income. Investors often see earning dividends as a way to grow income. But dividend strategies are not the only way to produce cash, and investors ...

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10 Things To Do Right Now While Markets Are Tanking

10 Things To Do Right Now While Markets Are Tanking

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people ...

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You, The Coronavirus Crisis and Your Investments

You, The Coronavirus Crisis and Your Investments

The term “novel coronavirus” is so new, some people have apparently ​wondered​ whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global ...

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Why Hire an Independent Advisor To Further Your Financial Interests?

Why Hire an Independent Advisor To Further Your Financial Interests?

From books to blogs, from media mavens to marketeers, from pundits to pros … there’s never a lack of talking heads telling you how to make the most of your money. Why hire an independent advisor ...

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Investment Advice

Embrace Market Pricing: Principle 1 in Evidence Based Investing

Embrace Market Pricing: Principle 1 in Evidence Based Investing

Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring is what drives market pricing. You, the Market, and the Prices You Pay When it ...

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Investors Should Think Twice Before Chasing the Biggest Stocks

1. Ten largest companies by market capitalization.2. Returns are measured as of start of first calendar year after a stock joins Top 10. As companies grow to become some of the largest firms trading on the ...

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Professor Kenneth French on Building Confidence as an Investor

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How Has Market Behavior Evolved For Emerging Markets Investing?

How Has Market Behavior Evolved For Emerging Markets Investing?

Understanding market behavior and evolution are just as important for emerging markets as for developed markets, as emerging markets are an important part of a well-diversified global equity portfolio. However recent history reminds us that they ...

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Bulls, Bears, and Long-Term Benefits of Stock Investing

The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course. Stock returns ...

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When It’s Value Stocks vs. Growth Stocks, History Is on Value’s Side

When It’s Value Stocks vs. Growth Stocks, History Is on Value’s Side

When it comes to evaluating value stocks vs growth stocks, there is pervasive historical evidence that value stocks outperform growth stocks. Logic and data provide the basis for a positive expected value premium, offering a guide ...

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Professor Kenneth French explains some basic principles of building an investment portfolio.

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Highlights: What History Tells Us About Elections and the Market

Investors often wonder whether the market will rise or fall based on who is elected president. Every presidential election cycle the news media gets their audiences all worked up about how the other party would be ...

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Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. tactical asset allocation … they both sound pretty good as an investment strategy, don’t they? There’s only one problem: I may have left you guessing as to what I’m even talking about. One of ...

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Retirement Advice

6 Tax Planning Strategies to Optimize Your Retirement Wealth

6 Tax Planning Strategies to Optimize Your Retirement Wealth

You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your income, investment vehicles, and tax ...

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Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that ...

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, ...

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What’s Social Security Got for You?

  Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress decided to reassure ...

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Timing is Critical for Boomers Preparing to Claim Social Security

Make the Most of Your Benefits It has begun. America’s largest generation, the 79 million strong, post World War II baby-boomers has begun cashing in on its Social Security benefits. And, just as history records the ...

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Divorce & Women's Wealth

Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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