In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...