Is the Magnificent Seven All Investors Need?
Ah, the Magnificent Seven. No, this isn’t a music review of 1980’s hit song by U.K. band The Clash, but rather a different perspective on…
Turn Leftover 529 Funds into Tax-Free Treats
As we round the corner to college graduations, many parents take stock of 529 accounts only to discover funds remain even though the kids have…
Quarterly Market Update: A Review of the First Quarter of 2024
2024 began with signs of cautious optimism: markets hit record levels, yet those same all-time highs became cause for concern. Other market observers suggest it’s…
Revisiting Portfolio Withdrawal Rates: Insights from the Latest Research
During retirement, the primary concern for many retirees is withdrawing funds at a sustainable rate without depleting their portfolio during their lifetime. As we continue…
The Underperformance of Value: Is This Time Different?
In the realm of finance, few strategies have garnered as much acclaim as value investing. Documented by Nobel laureate Eugene Fama and his colleague Ken…