Anomaly – Value vs. Growth

Since 1926, if you were to rank stocks by their price-to-book ratio those with low ratios (value stocks) have outperformed those ... Read More

 

How Big Does Your Nest Egg Really Need to Be

This article was originally published at Kiplinger.  Anyone who has ever thought about retirement has surely asked themselves one basic ... Read More

 

Stock Market Anomalies Overview

Looking back through history, researchers have uncovered dozens of variables that have been associated with outsized equity returns. And for ... Read More

 

Making the Case Against Day Trading and Thrill-Seeking

One of the most-thumbed books on personal finance in my local library is entitled Warren Buffett Invests like a Girl: ... Read More

 

Recent Stock Market Volatility

Things Could Be Worse Yesterday’s drop in the stock market erased all of 2018’s gains.  Volatility has returned and ... Read More

 

What Is a Financial Plan?

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement.  Its job is to guide ... Read More

 

Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More

 

The Expansion of 529 Plans

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More