Webinar Recording: Optimism During Turbulent Times
These are tumultuous times for investors, with stock and bond markets both down for the year. In this 45-minute webinar, Dougal Williams, CFA and Chris…
Will I Be Taxed on the Sale of My Home?
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a…
How to Keep a Level Head After a Yield Curve Inversion
Does an inverted yield curve foretell economic disruption or signal that a recession is around the corner? If so, should we lighten our exposure to…
Financial Planning for a Great Resignation
Taking a new step—to paraphrase Dostoevsky—is what people fear most. Yet during the pandemic, millions took that new step in what’s been called the Great…
Conquering Your Behavioral Biases During Troubling Times
Is it just me, or has there been even more than the usual volume of news lately? Russia’s barbaric attacks and Ukraine’s brave resistance have…