Portfolio Issues - Budgeting The new year is a time when people set goals and reflect on the past twelve months. With that in mind, we...

Portfolio Issues - Scams Recently, a friend was nearly the victim of a scam. We want to share the details, not so you can look out for...

Portfolio Issues - Cash Fever We have had several conversations recently about money market funds and whether moving money into them is a...

Portfolio Issues - Dividends For those of you who listen to us as we drone on, you know that we often mention dividends. We tend to like...

Portfolio Issues - Predictions 2023 was a decent year for the US economy by most accounts, but that was not the prediction last year...

Portfolio Issues - Safety and Security Schwab runs a series of webinars for advisors about hackers and scams and generally keeping bad...

Portfolio Issues - Revolution? Artificial Intelligence is the latest “revolutionary” technology that investors cannot miss out on. That...

Portfolio Issues - Banks and Bumps Two large US banks were taken over by the FDIC, and one large Swiss bank was forced to merge with a...

Portfolio Issues - Timing 2022 was a year most investors want to forget. After a year like this, some variation of, “I know you can’t...

Portfolio Issues - Optimistic The negative stories about the economy and about the world continue under a steady drumbeat. The Federal...

Portfolio Issues - The Long Term Negative stories surrounding the market seem to be everywhere you look. Inflation, the Russian invasion...

Portfolio Issues - Russian Reminder Sometimes an event comes along that reminds us of what we already know. At the end of February Russia...

Portfolio Issues - Expectations If we told you to expect a 5% return on stocks next year, and the return was in fact 5%, you’d probably...

Portfolio Issues - Cash Cash is a wonderful thing. Like a good pillow, it’s nice to have when you need it. But also like a good pillow,...

Portfolio Issues - Bitcoin We’ve alluded to the silliness of Bitcoin. We thought it time to add some more thoughtful words. In short, our...

Portfolio Issues - Taxes Around this time of year, taxes demand our attention, so they are perhaps worth a word or two. We don’t...

Portfolio Issues — Long Term In the Market View section, we try to give you a sense of what to expect from the markets over a fairly...

Portfolio Issues New Employee I want to introduce you to my first employee: Ben. Ben graduated with a degree in Economics from the...

The Big Five This is one of those times when diversification is offering limited benefits. Bonds have fulfilled their role, yes, but...

Market Timing If you were ever looking for a good example of why market timing is extremely difficult to pull off successfully, the last...