Category: Investing

Kids: Take my advice. See my advisor.
It’s an accomplishment to feel that your kids are financially secure.
Earnings and interest rates – and politics?
“To be fair, politics matter. Earnings and interest rates matter more.”
Investor, you need a budget
Budgets are important in your wealth accumulation phase of your financial life.
Innovations, long-run opportunities
I consider myself a techno-optimist at heart, with much of the last 200 years of market returns driven by technology.
Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
Bonds’ place in portfolios gets clearer
Questions may be my favorite part of client meetings.
Weathering winter, enjoying green shoots
Our gentler winter parallels with our recent experience as investors and in the economy.
AI vs. dot-com: What investors should know
While Microsoft and Nvidia stand to benefit from the rise in AI, they won’t be alone.
The science of communicating balance
“At the end of the day, we have to be good investment communicators.”
Changing calendar doesn’t change story
“Every new year begins with a host of questions. For 2024, those questions center around some common themes.”