A monthly column on topics that matter.
High national debt is still a low priority, but Americans need to take it seriously
When America’s “National Debt Clock” came online in 1989 near Bryant Park in Midtown Manhattan, the objective was to increase attention on our country’s spending problem. It hasn’t worked.
Are small-cap stocks coming back into style?
Wall Street is known for finance, not fashion, but any responsible investor needs to be mindful of the current trends.
Higher interest rates not so scary after all
“Higher for longer” just doesn’t have the same fear factor that it used to.
Some investing clichés are more valuable than others
It happens once or twice a year, especially if the stock market has a relatively strong start: The phone rings, and a friendly client asks whether the time is right to reduce equity exposure.
How to manage rising insurance costs
Let’s talk about insurance. And just for the record: We’re not selling any. Both stocks and consumer spending have remained strong this year, but rising insurance costs threaten to put a dent in those trends.
Why the timing is right to rebalance your portfolio
Equities remain hot, momentum remains positive, and as a result, there’s a strong chance your portfolio is now meaningfully overweight stocks.
Fed must deliver on interest rate cuts to justify stock valuations
The stock market is in the midst of a rally that has propelled equity prices to historic levels.
The benefits of practicing tax diversification with your savings
Most investors practice investment diversification, but far fewer practice tax diversification with their savings. The lack of tax planning, especially for retirement, can result in tax inflexibility at best and at worst, a ticking time bomb.
Who’s Right About the Economy: The Data or the Polls?
The stock market is up. The rate of inflation is down. And most of the data paints a picture of relative economic health. So, why do so many Americans feel pessimistic about the U.S. economy?
