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Articles to help you navigate the markets and plan your future finances.
Hitting the Pause Button
Uncertainty in the markets could continue to churn in the near term, and that makes it especially hard to plan for the future with confidence. How can we deal with near-term risk and still constructively invest for long-term growth? I've put together a very simple framework that helps me cut through the complexity of current events.
All Eyes Are On Ukraine
The news of war in Ukraine is being digested by global markets. While we continue to focus on the long-term, we’re steeling ourselves for continued volatility as the crisis unfolds.
Market Pullbacks
The markets are in the middle of a pullback, and while it can feel like unprecedented times, the truth is that declines like this happen fairly frequently.
Series I Bonds - The Perfect Stocking Stuffer?
For those of you looking for higher yields on your cash or cash-like holdings, read on for more details.
Stay in Stocks and Keep Your Sanity
Tech stock volatility has received a lot of press coverage in 2021. The tech-heavy Nasdaq index hit new all-time highs four times this year. Every time it hits a new high, the news covers it with bells and whistles. Every time it falls off that high and comes a tiny bit back down towards earth, you hear sirens and alarms.
The Only Rule of Investing
It's hard to reflect on an experience when you're in the middle of it. But the pandemic has been with us long enough to finally teach me something. Last month brought the one year anniversary of the pandemic. Our lives changed instantly and profoundly, and we'll be telling stories about life under quarantine to our grandchildren. But with vaccines now widely available, we may be close to getting something of our old lives back.
Blackouts and Basics
The modern world makes it easy to forget what's really important. But slow WiFi interrupting your favorite Netflix show doesn't seem nearly as annoying after you've spent a few days shivering inside your house, wondering if it's safe to drink the tap water.
You Don't Have to GameStonk
A Reddit-fueled trading drama captured the world’s attention last week as thousands of individual traders banded together to drive up the stock of a company many had never heard of before -- GameStop (NYSE: GME). This strange episode makes for great socially-distanced dinner party chit-chat, but it's not a template for good investing.GameStop is a video game retailer that has spent years on the wrong end of an economy that continues to pivot away from physical stores and physical video games.
One Small Step for 2021
December is here and what a year it's been. From the pandemic to the market crash to the election, this has simply been the craziest, most turbulent year in living memory. Here's one thing you can do to make 2021 a little bit easier.
Election 2020: Uncertainty and the Markets
With early voting already underway around the country, you can probably guess the questions I’m hearing most often: “Who is going to win?” and “What does it mean for the market?”
Don't Treat Investing Like a Hobby
There are several ways a portfolio can truly fail. Luckily, you can avoid many of the pitfalls by simply checking your behavior.First, don't try to time the market. If your plan is to jump out of the stock market before it falls (or even worse, during a crash) and then buy back in when prices reach the bottom, you are setting yourself up to lose a lot of money. Don't do this. No one can predict the market. Stay in for the long run.
Reopening, Social Change & the Markets
I can't remember a time when so many extraordinary events were unfolding simultaneously. Not surprisingly, people have been asking a lot of questions about why the markets have done what they've done over the last few months. Here are my responses to three of the questions I've heard most frequently since the recovery began.
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