A monthly column on topics that matter.
What an average year for the stock market really means
How much does the stock market go up in an average year? “Around 10%” is a familiar response, but the real answer isn’t quite so simple.
Retirees, don’t wait until death to implement gifting strategies
Americans age 70 and older hold a record-high 30% of the country’s wealth, even though they account for about 10% of the population. Meanwhile, recent inflation and rising costs have moved the American dream out of reach for many…
As year-end approaches, check in on your finances with this to-do list
It’s the time of year when we spend hours raking leaves and almost as much time monitoring our neighbors’ cleanup progress — or lack thereof.
What the dot-com bubble can teach investors worried about an AI burst
There’s a bubble in the number of people calling for bubbles. That is how Zor Capital Managing Director Joe Fahmy described the current environment on Wall Street.
Investing at market highs can be scary. Do it anyway.
If you have money invested in the stock market, you are thrilled to see the S&P 500 trading at all-time highs. If you have money sitting in cash you would like to invest, then buying at all-time highs…
Massive market rally leaves stocks in a soaring but strange place
The late summer positivity is pervasive on Wall Street. That’s what a massive rally in stock prices will do. Consider us as excited as everyone else that the S&P 500 has soared more than 30% since its April low.
Investing Like a Billionaire Not as Difficult as it Seems
Jeanie Buss, majority owner of the Los Angeles Lakers, announced last month she had agreed to sell most of her family’s stake in the NBA team based on an updated valuation of $10 billion.
U.S. stock market hardens after economic volatility, but some threats remain
How far the stock market has come without traveling very far is remarkable. As we near the midway point of 2025, the major U.S. equity benchmarks sit less than 2% from where they began on January 1…
Now is the time to invest in bonds, with yields too good to ignore
Recently, I did something in my investment portfolio that I had never done before: I bought bonds.
