When you invest money, you are putting it at risk — all investments can lose money. The key to financial planning is to gauge your risk, and to not put more money at risk than…

Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If you haven’t developed such a…

Are We Back to Normal Yet? It’s been two years since COVID-19 hit U.S. shores, but are we anywhere near pre-pandemic normal yet? It doesn’t look like it. The stock market, while volatile, recovered nicely…

Can Money Buy Happiness? In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an annual…

Year-end brought a resurgence of COVID-19 panic, led by the onset of the omicron variant in the United States. Families and friends met in large gatherings during the holiday season, the weather got cooler —…

The Investment Greats Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker of the…

Status Update: Young Adults in America Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment, and dramatic socio-economic turmoil….

Young People: Who Said You Have to be Wealthy to Invest? Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But…

What is Investing on Margin? This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity is…

College Savings Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief Supplemental Appropriations Act…