President Biden recently released outlines of a tax plan that he will be asking Congress to convert into law and pass. Like any proposal, it is no sure thing that any of the headline changes make it into a final bill or whether a final bill even sees the light of day. Nevertheless, it’s been [&hel...
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One of the most common questions that comes up when I’m working with clients is how to prioritize debt paydown vs. contributing to (or not pulling from) their investments. The good news is that either choice increases net worth, so the question is better framed as, “what side of the ledger is it...
What do you think about the market? The market has been doing pretty good, huh? The market got hammered today. The market reacted poorly to the latest news out of Washington. The market loves the new legislation in Washington. You’ve almost certainly heard your friends say these phrases or seen th...
This is a question we’ve been fielding for at least a decade now as Exchange Traded Funds (ETFs) have risen in popularity and quantity (over 7,500 globally!). They are as widely available as mutual funds now and are much more frequently advertised. To a long-term investor, however, the differences...
Prior to GameStop and Reddit hitting the financial news last week, Bitcoin was the hot topic. Yes, Bitcoin is back in the news as it briefly traded near $42,000 per coin! To put that in perspective, one coin was worth closer to $400 five years ago. Anytime you get movement like that in an asset, [&h...
If you’ve followed the financial news at all this week, you’ve surely read stories about the meteoric rise in GameStop’s price. It’s been a long while since I’ve seen this much discussion about one stock, so let’s get into it. What’s Going On? GameStop, as you likely know, if you...
A few times per year a new company gets a lot of media attention for going public—Airbnb going public next week is the latest. In fact, this year has seen quite a few well-known companies go public with their stock relative to the past decade. I’ve put together a little explainer here about what...
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