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 ...
Investing Articles
A Young Reader Asks, Should I Start Investing in Real Estate?
Someone starting out asked whether to buy a rental property once he’d saved for a down payment. It’s a great question touching on important money ...
Improving Your Investment Returns
Vanguard's Advisor's Alpha (VAA) framework quantifies the benefit financial advisors can provide clients by following certain wealth management best practices. There's admittedly some art to ...
Third Quarter Market Outlook Slides
To take a deeper dive into the quarter that was and where we may go from here, here are the Q3 2024 market guide charts ...
A Real Estate Slowdown and a Pricey Stock Market
In the June investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about: May being a good month ...
Dollar Cost Averaging and the Weak Jobs Report
In the May investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about: The weak jobs report and ...
April Market Update: A Resilient First Quarter
In the April investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about: The market's strong start to ...
International Investing
In the latest edition of the Wealthy Behavior podcast, I spoke to Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab about many things, including: ...
Silencing the Private Equity Haters and Doubting a Rate Cut Rally
In the March investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about: February’s U.S. and international stock ...
The Market’s Strong Start, Investing at Market Highs, and Saving on Portfolio Taxes
In the latest episode of the Wealthy Behavior podcast, Bob Weisse and I discussed: Why and when the Fed should cut rates The market's strong ...