GameStop and the Efficient Market Hypothesis

Recently, investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards.

Stocks Know COVID Will Disappear Someday

One major theme of the year was the perceived disconnect between markets and the economy. How could the equity markets recover and reach new highs when the economic news remained so bleak?

Tax Loss Harvesting

Harvesting tax losses is a brilliant wealth-creating technique. Selling your loss positions is a sure way to offset gains realized during the year and stockpile losses for future years. Capital losses in excess of capital gains can reduce other income by $3,000; any excess loss is carried forward for use in a future year. Remember […]

The POTUS & the Stock Market

Here is an interactive graphic showing economic and stock market data for each president since Hoover in 1929.

Pandemics Affect People—and Markets

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.

10 Investment Truths

Regardless of the cycle we’re in, we believe that fear and greed are two emotions that should be kept out of your investment decisions.

Market Panic and Your Portfolio

U.S. stocks fell sharply on March 9, bringing us closer to bear market territory. While we don’t yet have a grasp on the human toll of the worldwide coronavirus pandemic—or the measures to halt or mitigate its spread—the markets are reeling.

The New Roaring ‘20s

Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors.