


Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is far easier said than done. It is mathematically impossible for…

Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…

Managing risk Some of you may have been concerned about the recent failure of Silicon Valley Bank (SVB) and any ripple effects on the banking…

Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing lessons. The news was full of reports about high inflation,…

Does it matter if we go into a recession? Key Points: Determining when an economy goes into and out of a recession is difficult…

You’ve got this! Key Points: If watching the news gets you riled up, turn it off. If you can’t, try to remember they are stirring…

Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…

Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying…

Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation…

Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…

How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…