Articles
2022
Inflation, the Economy, and the Markets
"Sell your Losers and Let Your Winners Run": Is Momentum a Reliable Guide?
2021
Setting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your Portfolio
Inflation and Your Stock Portfolio: The News Isn’t Necessarily Bad
The Delta Variant and the US Economy: Have We Seen the Worst?
Prepare Your Kids for Success in Life: Teach Them about Investing
Why Cyberattacks Increased During the Pandemic, and What It Means for Your Online Safety
Inflation: Is It Time to Worry?
What the Market Taught Us in 2021
"Invest Like a Girl": Special Considerations for Women Investors
Lessons from the Sage of Omaha: Warren Buffett’s 2021 Letter to Shareholders
It's That Time Again! Hints for the 2021 Tax Season
Checking the Crystal Ball: 2020 Predictions Scorecard
Turning the Page: Smart Financial Planning and Investment Moves for 2021
2020
Tax and Estate Planning for 2020: A Roundup of Year-End Ideas
Election Years and Your Portfolio: Focusing on What Is Most Important
Trump or Biden: Comparing the Tax Plan of the Two Candidates
Reaping the Harvest: Smart Tax Strategies for Your Retirement Income
Taming Your Emotions: The Key to Better Investment Returns
Public Service Loan Forgiveness Program
Save on Taxes and Insurance Premiums with a Health Savings Account
The U.S. Economy is Re-Opening: What's Next?
Your Emotions and the Markets: Why They Don’t Mix
Can We Talk? During Tax Season, Your Financial Adviser and Your Tax Professional Need to Communicate
"Rumors of My Demise Are Greatly Exaggerated": Value Stocks and the Patient Investor
January and the Markets
2019
Year-End Investment Checkup
The "Best Interest" Standard: Does It Really Mean That?
Grandpa's Got a New Girlfriend: Should You Worry?
Finding the Right Advisor: Sometimes, You Need to Dig a Little Deeper
Planning Can Reduce the Cost of the "Widow's Tax"
Investing Globally: Can You Pick the Winners?
Maximizing Retirement Income: A Three-Step Approach
Behavioral Finance: Lessons from March Madness
The Only Constant Is Change—and Taxes: 10 Smart Steps for 2019
Value Investing: Is it Valuable?
Who Gets Custody of the IRA in a Divorce?
Defining “Best Interest” in the Client’s Best Interest: The New Proposed Financial Industry Standards and What They Mean for You
2018
Money Can't Buy Happiness But...
Getting Cryptic: Is the Bitcoin Bubble about to Burst?
Save Your Loved Ones, Time, Stress, and Money: Use This Estate Planning Checklist
Business Owners: Safeguard Your Assets from Unnecessary Risks
Make a Long-Term Plan for Long-Term Care
The New Tax Law, Charitable Giving, and Donor-Advised Funds
Smart Tax Strategies for Now . . . and Later
How to Think about Market Volatility
Multigenerational Financial Planning and the New Tax Law: Points to Consider for Family Stewards
Eight Financial Resolutions for 2018
How to Think about Stock Market Drops
Year-End Tax Planning Tips for 2018
2017
History Repeats Itself … Or Does It?
Business Owners: Is Your Estate Plan Up-to-Date?
Advance Planning Can Help Avoid Unpleasant Surprises with Medicare Premiums
Dow 22,000: What Does It Really Mean to You?
Your Investments: What Are You Paying For?
The Road Ahead:
More Investment Wisdom from the “Sage of Omaha”
Just the Facts: Basics of Evidence-Based Investing
What Is—and Is Not—at Stake with Changes in the Fiduciary Rule
Avoid Common Beneficiary Designation Mistakes
Be a Winner: Be Passive
Looking ahead to 2017
2016
College Planning and Funding Insights
Clinton versus Trump on Taxes
Consider These Documents if You Have an 18-Year-Old
Retirement Planning Lessons from Rio and Michael Phelps
The Active vs. Passive Debate
Navigating Brexit-Sparked Market Volatility
How Can We Encourage More People to Save for Retirement?
The Oracle of Omaha Speaks
A Trusted Advisor Can Keep You from Cheating
Insights on Global Wealth
What’s New for Tax Season?
How to Protect Yourself from An Active Shooter
2015
Year-end Tax Management Strategies
What’s To Become of the Fiduciary Rule?
When Volatility Spikes, Stand Firm and Proceed with Caution
Where Should You Turn for Advice When Volatility Spikes?
Social Security Myths
Happiness is a Financial Plan
Post Nuptial Agreements: Life Changes, so Can Your Marriage
The Oracle of Omaha Celebrates a Golden Anniversary
“Chasing Fund Performance May Be Hazardous to Your Wealth”
Trust Your Advisor to Separate Your Wants from Your Needs
Reflections as the IRA Turns 40
Beware of the Experts’ Market Predictions for 2015
