Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.
There’s no sugar coating it – the first three quarters of 2022 have seen almost all asset classes down and the fourth quarter hasn’t started off on a good note. The widely quoted S&P 500
“No man ever steps in the same river twice, for it’s not the same river and he’s not the same man.” – Heraclitus This insight from an ancient Greek philosopher is a relevant way to
And just like that, two years have passed since spring 2020! In our daily lives and in the markets, it has been both rewarding and challenging. There has been a lot – I repeat, a lot –
For much of 2021 it seemed like investors were just whistling “Walkin’ in the Sunshine” by Roger Miller and quickly forgetting the ‘worries and woes’ of the pandemic, inflation, the Fed, geopolitics and a host
When it comes to inflation, a small amount of it is healthy for the economy. That’s because when consumers and businesses expect prices to continue rising, they are more likely to buy something today. Strong
Markets have come down a bit from all-time highs, but the S&P 500 index is still up over 17% this year. Since March 23rd of 2020, the S&P 500 is up over 55%! For all
I was recently with a group of friends, and we were astonished to learn that two pairs of us had shared birthdays – out of 10 people! We were all blown away by this and assumed that
Estate planning and personal risk management are usually not dinner table topics. And if there is going to be a conversation about personal finance among friends and family, these days a betting person would guess
For many, spring is one of the best times of the year – mostly because of melting snow and warm sunshine, and less so because of tax filing. Throughout 2020, Boardwalk actively adjusted tax recommendations
Many of the most recent breakthroughs in financial research have been discovered by psychologists rather than economists or investment researchers. The branch of study they’ve pioneered is known as “behavioral finance.” This was evidenced in
