Does the 4% Rule still work?
Planning for retirement requires us to make assumptions about our own lives and the world around us. The planning...
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Volatility and your Portfolio
Return volatility is a measure of the variation (the highs and lows) of a stock’s price returns over time. As a measure...
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Fundamental and Technical Analysis
Which is better, a stock picking strategy based on fundamental analysis or one based on technical analysis? Depends on...
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This Article is Option(al)
As defined, an option “is a contract which gives the buyer (the owner or holder of the option) the right, but not the...
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Where does the market go from here?
As we move towards the end of 2024, the main drivers of share prices and market volatility will continue to be monetary...
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Market Corrections are Healthy (?)
cor·rec’tion n. 1, a change that makes something right, true, accurate 2, an adjustment or rectification As the markets...
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Should I Roll Over my 401(k)?
When you leave a job or retire, you must decide what to do with the money you have in your employer-sponsored 401(k) or...
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Are Stock Splits Bullish?
Stock splits come in two forms: forward and reverse. A forward-stock split (the more common of the two) is defined as “a...
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Investing Advice for the Business Owner
Business owners possess an entrepreneurial mentality that allows them to take risks that would keep most people awake at...
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Alternative Investments
Alternative investments include many different types of investments or assets which fall outside of the three primary or...
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How to Withdraw Retirement Funds
Congratulations! You are finally retired. When you consider all of the major transitions in your life (off to college...
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Will the 2024 Election Trump the Market?
Every four years American voters go to the polls to choose a new President. As the anticipation of selecting a new...
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