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Investing Articles

Investing

Don’t Take Investment Advice from Kendrick Perkins

Boston Advisor readers know I’m a big NBA fan. If you’re new here, check out Revisiting the Last Dance and Should You Diversify or Concentrate?, ...
Investing

How to Invest in International Stocks

International stocks are having a moment - a brief, but long overdue moment anxiously awaited by investors. Historically, U.S. and international stocks have taken turns ...
Investing

Stock Market Concerns That Feel Worse

The S&P 500 dropped 10% between February 19th and March 13th (it’s now down 8.5% from the peak). By itself, that’s not newsworthy since the ...
Investing

Checking In from the Road

Unfortunately, there’s no Wednesday Reading List this week. I’ve been traveling back-to-back weeks for work, which is rare, and it’s only the second time in ...
Investing

Recapping 2024, Forecasting This Year and Beyond

Here's an edited transcript of my recent conversation with our Chief Investment Officer, Bob Weisse, on our Wealthy Behavior podcast. We talk monthly what's going ...
Investing

The Full Story on U.S. vs. International Stocks

U.S. stocks have outperformed international stocks since late 2011. This has frustrated those who believe you need to own both because they take turns outperforming ...
Investing

Should You Diversify or Concentrate?

I spend more time than I'd like to admit on fantasy basketball. It started with one league, then I figured I'd add another since I ...
Investing

Should You Dollar-Cost Average in This Market?

Stocks are at all-time highs and valuations are expensive, leaving investors with a lump sum to invest wondering if they should pull the trigger or ...
Investing

Election Thoughts

I prefer to avoid politics in my client conversations and personal finance content. You risk ticking people off with a topic that's not very relevant ...
Investing

Market Musings from Spain

I’m fortunate this week to be in Spain with my wife and friends. There’s less time to write, but more time to catch-up on reading ...