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5 Home Renovations That Can Affect Your Insurance According to Harvard University’s Leading Indicator of Remodeling Activity, Americans will spend $427 billion on home improvement spending this ...
Weekly Updates

Wednesday Reading List

ICYMI: CNBC – Investor Friend or Foe? - If you watch CNBC regularly, or consume any other financial news, you’re going to want to check ...
Investing

CNBC – Investor Friend or Foe?

One of my favorite podcasts, The Ryen Russillo Podcast, which is sports focused took a recent detour and interviewed CNBC anchor, David Faber. Faber is ...
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Wednesday Reading List

ICYMI: Mid-Year Investing Outlook: How the Market Looks Now - The first half of the year saw stocks and bonds both decrease, while inflation-sensitive assets ...
Investing

Mid-Year Investing Outlook: How the Market Looks Now

The S&P 500 flirted with bear market territory two weeks ago. Its intra day low on May 20th was 21% below the year's high set ...
Weekly Updates

Wednesday Reading List

Four Reasons We Like Securitized Bonds At Heritage Financial, more than half of the bond investments we make on behalf of our wealth management clients ...
Weekly Updates

Wednesday Reading List

ICYMI: The Bitcoin Investing Paradox - The investment case for Bitcoin is that it’ll go up in value as it’s used more as a currency, ...
Investing

The Bitcoin Investing Paradox

So, yes, I'm a Bitcoin skeptic so far. You may have seen this piece, (Not) Investing in Crypto, in which I lay out why. I'm ...
Weekly Updates

Wednesday Reading List: Bear Markets, Inflation, and Cyber Coverage

ICYMI: Don’t Bail on Your Bonds - High inflation and rate hikes have caused the bond market to struggle for the first time in a ...
Investing

Don’t Bail on Your Bonds

In December 2009, I was out grabbing drinks at an Irish pub with some colleagues after our company holiday dinner. Talking about the year that ...
Weekly Updates

Wednesday Reading List

ICYMI: Looking at Your FAANG Stocks Now - The FAANG stocks were on a tear until some of them weren’t. Looking at why, and more ...
Investing

Looking at Your FAANG Stocks Now

The FAANG stocks have taken their investors on a wild ride. Facebook (now Meta), Amazon, Apple, Netflix, and Google. They outperformed the market from 2016 ...