Investing

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...