It has been well documented that the S&P 500 index fund has outperformed the vast majority of actively managed funds historically. Having said that, it may not be a prudent strategy to own only the S&P 500. Imagine it is late 1999 and you … [Read more...] about Should You Just Put Everything in the S&P 500?
Tariffs and Your Portfolio
Foreign trade can be a win-win for everyone involved, and it often is. Tariffs can be a lose-lose for for everyone involved, and they often are. A major factor explaining our trade deficit with China is consumer demand. We Americans enjoy … [Read more...] about Tariffs and Your Portfolio
Why I Started My Own Financial Planning Firm
On March 6th of this year I started an independent registered investment advisor. I wanted to write my first blog post for Meredith Wealth Planning about why I did it, how it's different than every other firm, why it's beneficial to the clients I … [Read more...] about Why I Started My Own Financial Planning Firm