According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…
Cash Is King: 3 Ways to Manage It the Right Way
People say that cash is king, but they don’t always give their cash the royal treatment it deserves. Read more…
Invest or Pay Down Debt?
Should you invest in the market or pay down debt? Read more…
4 Reasons to Buy Bonds in 2017
For more than three decades we’ve experienced an incredible bull market in bonds. The probability of bond returns matching those previous three decades is extremely low, but bonds will remain an important piece of a well-diversified portfolio, even if bond returns are lower or even negative. Read more…
2016 in Review
Below is a timeline of the major headlines in 2016 along with the price movement of the S&P 500. Some of the biggest events included a bear market in global stocks, Great Britain leaving the European Union, Donald Trump winning a poorly predicted US Presidential election and the second interest Read more…
What's the Biggest Mistake Investors Make?
Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…
Emerging Markets: Worth a Closer Look
Credit: Associated Press, Vincent Yu Read more…
Democrats vs. Republicans: Who Is Better for the Stock Market?
Credit: AP Photo/Andrew Harnik Have you ever wondered whether the stock market does better when the President of the United States is a Republican or Democrat? Read more…
Brexit: A Demonstration of Markets at Work
Every crisis has one thing in common: it eventually ends. Read more…
Individual Bonds vs Bond Funds
Many investors lack a strong understanding of bond portfolio basics. As a result, there are some misconceptions about the use of individual bonds versus bond funds. Many individual bondholders believe the implications of interest rate fluctuations don’t impact them because they will receive their Read more…