Articles

ICYMI: Thoughts on Our Team’s 2021 Investment Outlook - Our 2021 investment outlook is an in-depth look at investment themes that will matter this year ...

Every now and then something connected to my day job becomes interesting to other people. The GameStop short squeeze is one of those things. David ...

Our investment team just published its 2021 investment outlook (available here). It's a great overview of current market conditions and reasonable expectations for this year. ...

Before GameStop there was Piggly Wiggly. The GameStop Phenomenon is Hardly New. Here's How a Similar Squeeze Played Out in 1923. by Kenneth G. Pringle ...

ICYMI: Your Safe Retirement Withdrawal Rate - looking at how much you need to retire and whether the 4% rule is still viable. Minimizing Taxes ...

The Democrats control the White House, House, and tiniest of majorities in the Senate. It's time to take a look at President Biden's proposed tax ...

ICYMI: Investment Winners Rotate...and they're doing it again - A career that has touched four bull markets has taught me that not only do winners ...

I love this Franklin Templeton chart. The colorful layout does a great job highlighting that investment winners rotate, so you should diversify instead of locking ...

ICYMI: Review: The Psychology of Money by Morgan Housel - review and key takeaways from a great personal finance book. _____________________________ Article on risk in ...

ICYMI: Understanding Sustainable Investing - Understanding sustainable investing by defining it, sharing why it’s pursued, and looking at different sustainable strategies and how they’re implemented. ...

Interest in sustainable investing is growing. Investors know they can drive change through their portfolios, and companies are building good products to help. Understanding sustainable ...

Our team's look at how the Georgia Senate races could impact your portfolio. What the Georgia Senate Races Mean for your Wealth by Heritage Financial ...