In the age of Covid, everyone has seemingly become a data expert …. regardless of one’s understanding of data and statistics (sigh).
Hear Kevin highlight some recent math errors he’s observed in media, relate them to investing errors, and tie in vaccines to boot. Continue reading
Astute investors know concentrated stock holdings are suboptimal and expose a portfolio to diversifiable risks. But simply selling regardless of tax consequences is also short-sighted. So how do they best fit into your portfolio and financial plan? Continue reading
Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. Continue reading
Married couples often get unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship. Continue reading
What type of investor are you? Are you conservative, moderate, or aggressive? Why is this important? Take too little risk and it can be a conservative way to go broke. Take too much and you may go broke more quickly. Like the story of the Three Bears you want it just right. Continue reading