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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Ask any practicing physician and they’ll tell you stories about “that one patient” who thinks they know as much as the doctor does. Patients who’ve been to a website or two and may have read a few articles, so they believe they know better or might be reluctant to rely on the expert advice o...
Well there’s a loaded question! It’s certainly one worth asking, though, given the roller coaster ride of the last six months. To answer that question, we need to take this on in two parts. First, we need to define risk. Second, we’ll determine how you can analyze the level of risk appropriate...
I went back and forth on the following opening and how best to phrase it: Believe it or not, we’re only about 75 days away from the election, or… Somehow, we still have 75 loooong days until the election. I’ll let you choose which one fits your current mood better. Nevertheless, the election i...
In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans. Called “Setting Every Community Up for Retirement Enhanceme...
The 401(k) retirement plan has become a household name to most working Americans. In case you’re unfamiliar, a 401(k) is an employer-sponsored retirement plan to which employees can make retirement savings contributions to help prepare themselves for retirement. Given the 401(k)’s rise i...
We left last week continuing to explore our investment strategy acknowledging the reality that the value premium has been negative across all markets for the ten-year period ending in 2019. Conversely, the profitability premium and the market premium have been strongly positive over that same period...
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