-
Happy Birthday S&P 500 Index!
Happy Birthday S&P 500 Index! 2025 marked the 100th year of the S&P 500 index. The original index tracked 90 stocks but was expanded to…
-
What is the Difference Between Qualified Dividends and Ordinary Dividends?
Tax rates differ between qualified dividends and ordinary dividends A reader of one of Dan’s MarketWatch columns asked why there were two kinds of dividends on…
-
Why financial news intake can hurt your portfolio – if you let it!
Why financial news intake can hurt your portfolio – if you let it! In one of Dan Moisand’s recent MarketWatch columns, he was asked what…
-
Will higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the…
-
The election and your investments
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard…
-
Most Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose…
-
How Can I Get My Tax Information to My Preparer Securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a…
-
Do spikes in the national debt cause market crashes?
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from…
-
Why true investors don’t worry about their portfolios on Election Day
Why true investors don’t worry about their portfolios on Election Day A recent study by asset management firm Janus Henderson indicated that half of…
-
How do higher interest rates affect personal finances?
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers…
-
What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
-
Does Stock-Picking Work?
Does stock-picking work? In any given period, some stocks go up, some down. It seems logical that if you can simply buy more of the…
