Always Be On Scam Alert
Protect yourself and your money. Easy-to-read guide of common financial scams and how to avoid them.
Three Reasons the Market Is Up
We examine why the stock market is up when there is so much uncertainty in the world right now.
Income Taxes Across Nations
To gain perspective on US taxes, let’s look at a comparison with other developed nations.
War in the Middle East and the Markets
Review of the oil markets and the impact of war with Iran may have on oil supply and inflation.
Our Research Published in Enterprising Investor
Our research has been published in Enterprising Investor, a CFA Institute publication.
Tax-Aware Investing – Has Anyone Done the Math?
Tax-aware investing, or tax-loss harvesting, can lead to worse outcomes than just paying taxes.
What is Supporting Stock Prices?
Corporate earnings have been surprisingly strong, even as forecasts have fluctuated throughout the year. Are profits justifying prices?