Investing

I’ve had the privilege this week to attend Barron’s Advisor Independent Summit in Dallas. As described by Barron’s, it’s “A gathering of self-made leaders who ...

The average 401(k) balance was down 23% last year according to this recent report. Losing money in a year when stocks and bonds were both ...

Investors are asking three main questions right now. Is the market rally we've seen since October real or another bear market head fake? Why not ...

I have a very good friend who’s usually bearish on stocks. He’s an excellent stock picker who gets caught up in macroeconomic concerns that he ...

Your portfolio doesn’t know that another New Year’s Eve ball has dropped, and calendar changes don’t mandate portfolio changes. But the last few years have ...

You may have heard that asset allocation is the primary driver of investment returns. That's because it's true. But what does that mean, how do ...

This week on the Wealthy Behavior podcast, Bob Weisse and I discussed our December market update. Twenty-four minutes never felt so informative. Topics covered: Good ...

I haven’t posted as often as usual lately because in October I tore my ACL and meniscus playing basketball for the last time. As my ...

Inflation remains the story. We’re watching the Fed write the script and processing the market’s reaction while trying to understand at what point we’ll have ...

In a September Wealthy Behavior podcast, Chief Investment Officer Bob Weisse and I explained how stocks were down 5% since mid-August after a strong July ...