Some Things To Remember When Buying A (First) Home

You are about to make the largest purchase of your life. Protect yourself! Here is a list of items to keep in mind before buying a house.

International Equities: Is it Time?

Russia invades Crimea. China builds island bases in the South China Sea. North Korea launches ICBMs and tests its first nuclear weapons. Grexit. Brexit. South Korean Presidential corruption and...

Bullish on the World!

Fidelity recently provided a great chart that we thought would be useful for investors. As can be seen below, we are now in one of the longest periods of domestic equity outperformance relative to...

Tactical Management and How It Differs from from Active

 

Active vs. Passive Management

Active management can be thought of as any strategy that uses human discretion to decide what the portfolio should own. The manager(s) generally employs some...

Is It Fair To Expect Growth Rates of the Past?

Lease vs. Buying: What Every Car Dealer Doesn't Want You to Know

Let’s face it, buying a car is usually one of the most strenuous and, dare I say it, unpleasant experiences. When you are approached by the salesperson the conversation is typically steered...

Compound Interest: The Eighth Wonder of the World

 "Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it."            

   -Albert Einstein

 

What is compound interest, why is it so...

Part 4: Back to the Future: Fed Normalization and What it Means for You

On March 17th, we wrote about the size and makeup of the Fed’s balance sheet and our concern if it were to unwind. Little did we know the latest Federal Reserve meeting minutes would disclose the...

Which Investor Are You? Tips for Savings Success

Assuming contribution dollars and frequency are the same, which investor will have more at retirement given no market exposure? Investor A who starts contributing at age 22 but stops contributing...

Gibberish? Maybe. A Glossary of Important Terms

To kick off Financial Literacy month approaching in April, we wanted to share with you some common industry terms that can be misunderstood. We found that many investors have different...