Education
Investments
React to Change, But Don’t Chase Returns
Last week, we covered new and evolving trends in financial markets, including changes investors should embrace when market preferences shift. As financial advis ...
Market Index Stuff (Part 2)
Having introduced the subject of stock market indices (or “indexes”) last week, we are sharing more indices to increase understanding of various markets. We ...
What a Stock Index Can Tell You (Part 1)
“The stock market was down today,” proclaimed the 6:00 news on Friday, “as the DOW lost 285 points.” Never has this style of reporting been thorough, bu ...
Dells’ Gift Enhances Invest America
July 4, 2025, saw the signing of OBBBA (One Big Beautiful Bill Act) into law, and with that signature, Trump Accounts were born. Every baby born to American cit ...
Roth Conversion Complexity Increases (Again)
Hazarding a guess, I would expect only a tiny percentage of Americans remember the Taxpayer Relief Act of 1997 (TRA), a tax-friendly package we were handed unde ...
Plan for It, Don’t Plan on It (Part 2)
Last week, we blogged about two Powerball winners “forced” to split a grand prize of nearly $1.8 billion. Assuming they each choose the lump sum option, as ...