Investing vs. Speculating
…Wall Street would follow suit the next day. When U.S. markets opened, however, stocks began climbing and continued to surge into the new year. Neither example here is intended to…
…Wall Street would follow suit the next day. When U.S. markets opened, however, stocks began climbing and continued to surge into the new year. Neither example here is intended to…
…headline captures the essence of sensible investing—a topic about which Ellis knows a lot. Ellis’ books are required reading for new employees at Vista, and a few years ago we…
…college savings for more Oregonians, the new Education Savings Credit gives savers a state income tax credit up to $150 for single filers and $300 for joint filers, subject to…
…Help, I’m a victim! Now what? A: Unfortunately, handling tax fraud is not a “one and done” process. The good news is that the IRS has implemented measures to combat…
…(or in new fund shares if you’ve elected to have dividends reinvested). The combined value of the $19 share + $1 cash equals the pre-distribution amount invested. However, if you…
…in retirement. Research from investment giant Blackrock and the Employee Benefit Research Institute indicates many wealthy retirees are loathe to touch their retirement portfolios.1 Whether it’s a fear of inflation,…
Another new year has begun, which means the financial media’s “Where to Invest Now” guides are coming to newsstands near you. As usual, headlines will look something like “Top Stock…
…rates mean new bonds added to a portfolio or fund will provide higher yields. Over time, the effect of compounding income—earning interest on interest—at increasingly higher yields should more than…
…traders continue to leave on the table. [1] SigFig, which tracks over $40 billion in assets held in individual brokerage and 401(k) accounts, groups investors based on their degree of…
…article, Brigham Young University professor and author, Craig L. Israelsen, Ph.D., explained an experiment he conducted.[1] He compared two balanced portfolios, the same in every way except cash was substituted…
…returns, specifically those of small, low-priced “value” and highly-profitable companies. Our investment philosophy and strategy has been influenced heavily by Professor Fama’s evolving research. In fact, when communicating the specifics…
…ever-present companion of return. Even during great periods for stocks, short-term declines are common. Since the lows of March 2009, for example, the U.S. stock market has surged nearly 175%….