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February 9, 2021
Understanding the History of the January Effect

Can the monthly performance for January predict the rest of 2021?The January Effect is not just a Wall Street myth as several prominent studies have confirmed its existence.

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February 2, 2021
Punxsutawney Phil and the Shadow of 2021

Winter might be six weeks longer, but it might be better to spring clean your investments now, rather than waiting until spring.

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January 22, 2021
How To Keep All Your Financial Accounts & Assets Neatly Organized

Don’t let disorganization become one of your biggest money problems.

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January 6, 2021
Your 2021 New Year’s (Financial) Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a handy to-do list for every month to cultivate better financial health.

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December 14, 2020
Time to be a Contrarian on the Housing Market?

According to the National Association of Realtors, existing-home sales grew for the fourth consecutive month in September as each major region saw month-over-month and year-over-year gains.

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November 20, 2020
Vets, Don't Miss Out on Hidden Benefits

There are several substantial benefits many veterans and their families are eligible for, but may not be aware of. This article sheds light on a wide range of those overlooked benefits and gives you resources to learn more.

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November 20, 2020
Open Enrollment Season is Around the Corner

Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Benefits change this year like few years before. This article will give you pointers on what you should consider.

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October 28, 2020
Ranking the Best and Worst Presidents – Part IV

Part IV of a series: Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all. A new list includes a couple of recent presidents that you know much more about as well as the beginning of presidencies recording double-digit annual stock market returns.

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October 21, 2020
Ranking the Best and Worst Presidents – Part III

Part III in a series: Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all. This new ranking will include a few presidents you likely know much more about. Including a peanut-farmer turned president.

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October 19, 2020
Wondering Whether You Missed the Recovery?

Why long-term investing success is about time in the market, not timing. Some investors are confident that they can time it perfectly and snap up equities when prices are low and shift into cash or bonds when the market hits its peak. This article brings up several reasons why investors run a big risk by selling when they believe stocks have reached their peak.

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