You don’t ever want to find yourself on the Social Security “death master file.” It’s a financial death and a sort of living hell where you spend years trying to convince a hobbled bureaucracy that you’re actually still alive, all […]
What Is the Social Security Death Master List? What’s It Like To Find Yourself on It? Read More »
A financial advisor’s most valuable asset is not expertise, experience, or even the ability to generate returns for clients. It’s trust, the foundation of any successful advisor-client relationship. It sets an advisor apart from the competition and keeps clients coming
A Financial Advisor’s Most Important Asset Read More »
Risk is fundamental to investing. There’s no discussion of returns or performance that’s meaningful without acknowledging it. For both new and experienced investors, understanding where risk truly lies and the differences between low-risk and high-risk investments remains a key challenge
Low-Risk vs. High-Risk Investments: What’s the Difference? Read More »
If retirement feels out of reach for you, you’re not alone. Recent surveys show that 68% of Americans aren’t sure they’ll ever be able to retire, and 79% of Americans say the country is facing a retirement crisis. A majority
Why Most Americans Feel They’ll Never Retire and 4 Ways to Change That Read More »
The legendary “Oracle of Omaha” may be stepping away from the helm of Berkshire Hathaway Inc. (BRK.A, BRK.B), but his investment philosophy will continue to be a force in the market, not least through investment products aiming to replicate his
For retail investors, a fundamental question emerges: Should you try to time the market to buy low and sell high, or invest consistently regardless of market conditions? Dollar-cost averaging (DCA)—investing equal amounts at regular intervals regardless of market conditions—is widely
Dollar-Cost Averaging or Timing the Market: Which Works Better? Read More »
Investment funds cast nearly 9 million proxy votes annually on behalf of American investors, effectively serving as corporate America’s hidden hand. Once a tedious formality at annual meetings, corporate governance has become contentious. Fund managers traditionally vote on many issues
What You Should Know About How Funds Should Vote Your Shares Read More »
The race to establish “Y’all Street” as a legitimate competitor to the duopoly of the New York Stock Exchange (NYSE) and Nasdaq on Wall Street has kicked into high gear, with billions in potential listing fees at stake. NYSE Texas
How Would a Texas Stock Exchange Compete With NYSE and Nasdaq? Read More »
What’s truly remarkable about Warren Buffett is his longevity. From 1965 to 2024, Buffett’s Berkshire Hathaway Inc. (BRK.A) returned an incredible compound return of 19.9% per year, nearly double the returns of the S&P 500 Index at 10.4%. While markets
The Secret to Warren Buffett’s Longevity in Investing: 5 Habits To Follow Read More »
As Tesla, Inc. (TSLA) stock plunged almost 50% in the first quarter of 2025 from its mid-December peak, board members and an executive at Elon Musk’s company off-loaded over $118 million in shares, with profits to them of about $100
Should You Worry When Insiders Sell Their Shares? Here’s How To Find Out Read More »
