In building your financial legacy, you have created an estate you will one day leave behind – An estate someone will ultimately need to settle. While there is no escaping death or taxes, you can plan for both. Last...
There are many reasons you may be unavailable to make critical financial or health care choices for yourself or your loved ones. If you have not documented your desires in advance, it can add extra stress for everyone, plus the outcomes...
Last week we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why lump-sum investing is generally...
Good news – you have an extra $24,000, and you have decided to invest it in the stock market. It is always nice to have investable cash on hand. But you also might feel as if the pressure is on....
We covered a lot of ground in part 1 and part 2 on what cryptocurrency is and how to spend or use it. But what about trading in it, directly or in fund form? If you are curious about trading cryptocurrency, know that, at this point:...
In part 1 of this three-part series, we introduced cryptocurrency. In this second part, we will explore the challenges and opportunities that exist for earning, storing and spending bitcoin or similar cryptoassets. The Crypto Possibilities Because cryptocurrency is typically traded in...
As Bitcoin’s latest moves monopolize the headlines, cryptocurrency fever is at its height. Before you start loading up on bitcoin or any other form of cryptocurrency, join us for a closer look at what you may be getting yourself into,...
Welcome to the final installment in our Evidence-Based Investment Insights series: Bringing the Evidence Home. Here, we will simply summarize your key takeaway from each article in our series. We hope you have enjoyed reading our series as much as...
Welcome to the thirteenth installment in our Evidence-Based Investment Insights series: What Makes Your Brain Trick? In our last piece, “The Human Factor,” we explored how our deep-seated “fight or flight” instincts generate behavioral biases that trick us into...
Welcome to the twelfth installment in our Evidence-Based Investment Insights series: The Human Factor In our last piece, “Exploring New Market Factors” we wrapped up our conversation about how to take advantage of different factors within a disciplined investment strategy....
Welcome to the eleventh installment in our Evidence-Based Investment Insights series: “Exploring New Market Factors“ In our last piece, “Your Evidence-Based Portfolio,” we introduced three key stock market factors (equity, value and small-cap) plus a couple more for bonds...
Welcome to the next installment in our Evidence-Based Investment Insights series: “Your Evidence-Based Portfolio.” In our last piece, “The Essence of Evidence-Based Investing” we explored what we mean by “evidence-based investing.” Grounding your investment strategy in a rational methodology...
