Smart investment decisions are necessary on the road to financial security, but it's important to understand how to analyze the risks and returns associated with investment decisions. Knowing how to analyze risk and return properly can help you build a successful portfolio. Read more…
Asset Location Strategies
Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…
Defining Risk
We frequently say that risk and return are related, but many people don’t understand exactly what we mean by the word “risk.” Read more…
Evaluating Cash
“Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.” Read more…
Valuations and Return Expectations
Valuation – the price you pay for earnings, assets minus liabilities, cash flow, etc – is one of the best indicators of future returns. In general, we experience lower returns when valuations are high (i.e. stocks are more expensive), and higher returns when valuations are low (stocks are cheaper). Read more…
Charitable Giving: A Win-Win for Everyone Involved
Donating appreciated securities to charity makes much more sense than first selling the security, paying the taxes and then donating the remaining proceeds to the charity. As the donor, you save money on taxes and receive the full benefit of the tax deduction—and the charity receives the full value Read more…
January 26, 2015
Avoid Hidden Investment Costs
We never cease to be amazed at what little time is spent by the typical investor trying to get a handle on what his or her investing costs are. It’s amazing because, aside from the fact that costs can have a major impact on portfolio returns, they are still the only thing that we, as investors, Read more…
Value Investing vs. Growth Investing: What’s the Difference?
If you've been considering investing or expanding your portfolio, you've likely come to a fork in the road: you can either take the value investing or growth investing route. These are the two main types of stocks, primarily chosen based on investing style. Although you'll find that people often Read more…
