Articles

Because of the pandemic, more people have become familiar with videoconferencing and interacting virtually with financial professionals, which might make them more curious about ways technology can enrich them. Jason Scuglik has tips for how to learn more about devices and applications. […]

By Joel Dresang Economists from San Diego State University and the University of Kansas have studied the political partisan bias of mutual fund managers. What they found suggests investors are best served by separating their wallets from their ballots. […]

By Joel Dresang In our 30 years as homeowners, my wife and I have had occasional conversations about the urgency of retiring our mortgage. Math always settles it: At a fixed rate below 4%, our home loan is costing us less than the average 6%-7% a year that balanced investments have returned historically. […]

By Joel Dresang We associate the clause “till death do us part” with a marriage vow. Etymologically, though, it should be part of a mortgage. […]

By Joel Dresang Like news editors, investors can plan and prepare with the best information available at the time, but they cannot foresee every possible cataclysm. […]

By Joel Dresang It’s only human to want to do something, so here are actions I have taken, specifically on investments. […]