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 Articles
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 ...
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 ...
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 ...
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 ...