Avoid Losing $17K Yearly From Bad Investment Decisions

Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly “Mind the Gap” study last month, showing investors have lost on average 1.7% yearly — that’s $17,000 on a $1,000,000 portfolio — over the last decade. Why so and how can we stop the madness?! Continue reading

Recession Timing & Stock Market Returns

If you could time the beginning and end of a recession exactly by getting out and then back into the stock market, would you be better off? Listen to yler Emrick, CFA®, CFP® discuss what history shows and more. You might be surprised by the answer. Continue reading

Recession Fears & Portfolio Moves

Is the U.S. economy heading toward a recession? This question is seemingly perennial, but no doubt has been a hot topic in the last year. Google Trends has shown the search for ‘recession’ is up several hundred percent since 2022. … Continue reading

Bank Failures & Custody Risk

Custody risk? Boring snoring as my four-year-old would say. But recent headlines surrounding bank failures have been anything but. They may have you reasonably wondering about the safe keeping of not only your cash but also of your investments (aka … Continue reading