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...
Lately I’ve noticed a certain question popping back up: Is now the right time to be buying into the market? I can’t blame the questioners. We’re currently experiencing one of the longer bull runs in history and there are headlines every day wondering whether prices can really keep going up whi...
If there is anything that this past decade has taught us, it’s that millennials should not be allowed to use social media. We have created some seriously annoying trends. To wit, YOLO and FOMO are two such examples that we are never going to live down. Ignoring our obnoxious need to create and sha...
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...
The stock market is hitting new all-time highs and with that I’ve noticed increased nervousness amongst investors. This is a welcome change—as Warren Buffet once said, “Be fearful when others are greedy, and be greedy when others are fearful.” Nevertheless, it’s a good reminder for us to t...
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