For No Regrets Later, Review Medicare Coverage Today
…just for those new to Medicare, open enrollment gives existing beneficiaries a critical opportunity to make informed choices and changes to coverage for the coming year. To Review or Not…
…just for those new to Medicare, open enrollment gives existing beneficiaries a critical opportunity to make informed choices and changes to coverage for the coming year. To Review or Not…
…certainly possible following periods of inversion. But market downturns are always possible. The real danger in a downward curve comes when investors panic during down markets, pulling money out or…
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 French in the early 1990s,…
…The comparable 10-Year TIPS bond offered a “real” yield of -0.58%. The difference between these two yields is the market’s expectation for inflation over the next ten years: 2.58%. Why…
…works: Each vertical column is a year. Each color is an asset class. For example, real estate is gold, U.S. small-cap growth stocks are aqua, and so on. For each…
…history, it has almost always been this way—contentious, dramatic, and down-to-the-wire. Since the aggregate debt limit was created back in 1939, it has been lifted almost 100 times.[1] Many of…
Oh, what a year it was … As COVID-19 shifted from epidemic to pandemic, and unemployment reached levels comparable to the Great Depression, investors faced waves of fear and uncertainty—not…
…lines. Each faces similar risks—changing consumer preferences, intense competition, a complex and changing regulatory environment, and fluctuating commodity (sugar) prices, to name a few. Because their risks are similar, each…
…giving. #1 Donate Appreciated Non-Cash Assets Donating appreciated non-cash assets such as stocks (including privately held company stock) or real estate held for more than one year is one of…
…Saving is always the first step toward investing. Time is important too. In combination, time and saving—compounding—can be very powerful. While the past does not guarantee the future, understanding investment…
Slow economic growth has prompted central banks in some parts of the world to try a new monetary policy—negative interest rates. Several countries, including Japan, Switzerland, and Denmark, have turned…
…water index fund, a 3D printing index fund, an index fund focused on companies run by founder CEO’s (with the clever ticker symbol BOSS) and one tracking the 38 companies…