Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Are Savings Bonds a Good Way to […]
Financial Markets Are Complex Financial markets are extremely complex and I find that when markets are positive for an extended period of time, we have a tendency to take more risk and gain a sense of overconfidence. This point was […]
It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]
Active vs. Passive Portfolio Management One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Can I invest in any state’s 529 […]
