Technology booms can lead to massive change in our society. They can also lead to huge profits for investors who invest in them. But those huge gains can also be…
Tag: The Education of a Financial Planner
Nine Investing and Life Lessons From 2023
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average…
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Evaluating Alternatives to the 60-40 Portfolio
Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the…
⚙️ The Characteristics of a Good Investment Process - And How to Know When to Change It
One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining…
🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the…
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their…