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Pandemic’s Effect Erased in Job Market; Are We Back to Normal?

What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name...

Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name...

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow...

Many Investors Tried to Trade the Pandemic Plunge in Stocks

When financial markets went haywire in March 2020, people pursuing a traditional financial plan may have been tempted to do...

Widows Are at Higher Risk of Falling Into Poverty

Of all the financial challenges facing retirees, being a widow can be one of the most difficult to bear. As...

Are Bonds in a Bear Market? That’s the Wrong Question to Ask

Nearly every day the financial news headlines trumpet the selloff in bonds and the rising yields that go along with...

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap...

Soaring Innovation Companies Go Cold as Interest Rates Rise

Does 2021 strike you as a replay of 1999? The investment theme now, as it was then, is to buy...

You May Need a Bigger Down Payment for a New Home

Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick...

Inflation Could Be Coming, Are You Ready?

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility...

Do Bonds Really Offset the Stock Market’s Declines?

A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s...

If Inflation Returns, Bond’s Diversification Power May Disappear

When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look like a reliable way to...

Essentially Nothing. That’s How Much Bonds May Return Over Next Five Years

The golden age for buying and holding bonds may be coming to an end. And that could come as a...

January Could Make History With Small-Caps Leaving Large-Caps in the Dust

January is starting out where 2020 left off: small-caps are leaving large-caps in the dust. So far, the Russell 2000...

Bond Market Bears Growling as 1% Is Breached

Whether you know it or not, your life and business are run based on the yield of the 10-year Treasury...

It’s Getting Harder to Fund Retirement Using Bonds

Inflation is eating part of your retirement plan. Sure, it looks like investment grade (IG) corporate bonds have a nice,...

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