You may have experienced the trend of sharing of investment advice on social media. You know the scenario: someone you haven’t talked to since high school opened his first Robinhood account last week and he’s got a hot stock tip to share on Facebook. He hasn’t lost yet and he’s doing YOU a favor by...
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There are few such events that impact you so greatly (and so early in life) as marriage does...
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When volatility increases in the markets, it’s easy to second-guess your investment plan instead of assessing it properly. The hallmark of a successful investor is the ability to focus on both the returns and the risk level of an investment. While the the introduction of negative returns is a reminder of the existence of risk, the assumption of...
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Under the Tax Cuts and Jobs Act (TCJA) of 2017, there was one topic of the tax law that seemed largely unaddressed: charitable donations. That didn’t prevent several other aspects of the act from having meaningful ramifications on the outlook for charitable giving as a whole throughout the country. While many people are wondering how their...
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Do you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect on the lessons learned from the Bitcoin frenzy. Whether it was Bitcoin or some other great investment idea you...
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