If You Believe in America, You Should Believe in Your Portfolio

Scott Wimmer, CFA, CFP®, EA

October 17, 2024

Rate Cuts and Your Portfolio

Scott Wimmer, CFA, CFP®, EA

September 19, 2024

Like Watching Ice Cream Melt: The Perils of Checking Your Portfolio Too Often

Mark Meredith, CFP®

August 28, 2024

Current Events

Mark Meredith, CFP®

July 22, 2024

Why My Friend Thinks I'm a Terrible Investment Advisor

Scott Wimmer, CFA, CFP®, EA

March 7, 2024

How Much Should A Retiree Have in Stocks?

Mark Meredith, CFP®

February 8, 2024

My....2019 Market Forecast

Scott Wimmer, CFA, CFP®, EA

December 18, 2023

A Case for Global Equities

Mark Meredith, CFP®

September 29, 2023

What Happened to Bonds?

Mark Meredith, CFP®

August 24, 2023

The Investor Gap: The Hidden Cost of Chasing Returns

Scott Wimmer, CFA, CFP®, EA

August 8, 2023

The Stock Market Has Gone Plaid

Scott Wimmer, CFA, CFP®, EA

June 21, 2023

2023 DFA Matrix Book Insights

Scott Wimmer, CFA, CFP®, EA

May 18, 2023

The Case for Alternative Investments

Scott Wimmer, CFA, CFP®, EA

March 21, 2023

The Case Against Alternative Investments

Mark Meredith, CFP®

March 16, 2023

Silicon Valley Bank

Mark Meredith, CFP®

March 13, 2023

2022: The Revenge of Value Investing

Scott Wimmer, CFA, CFP®, EA

February 12, 2023

It’s All About Discount Rates

Mark Meredith, CFP®

February 12, 2023

Investor Reassurance

Mark Meredith, CFP®

February 12, 2023

“We’re Talking Millions”

Mark Meredith, CFP®

February 12, 2023

Is This Worse Than 2008?

Mark Meredith, CFP®

February 12, 2023

I-Bonds: Everything to Know

Mark Meredith, CFP®

February 12, 2023

Adam Dunn, Clayton Kershaw, and Value Stocks

Mark Meredith, CFP®

February 12, 2023

Annuities: The Good, The Bad, The Ugly

Mark Meredith, CFP®

February 12, 2023

Russia, Ukraine, and Your Portfolio

Mark Meredith, CFP®

February 12, 2023

How to Lie With Statistics: Tic Tacs and Averages

Mark Meredith, CFP®

February 12, 2023

Your Market Downturn Survival Guide

Mark Meredith, CFP®

February 12, 2023

Are Stocks Overvalued?

Mark Meredith, CFP®

February 12, 2023

Should You Pay Down Your Mortgage or Invest?

Mark Meredith, CFP®

February 12, 2023

Roth IRA Conversions and Strategies

Mark Meredith, CFP®

February 12, 2023

Finance Pet Peeves

Mark Meredith, CFP®

February 12, 2023

How A Bad Investment Can Improve Your Portfolio

Mark Meredith, CFP®

February 12, 2023

Bitcoin, Gamestop, and Robinhood

Mark Meredith, CFP®

February 12, 2023

Take the Parallax View

Mark Meredith, CFP®

February 12, 2023

Should You Sell Your Stocks Before The Election?

Mark Meredith, CFP®

February 12, 2023

Does Investing in Gold Make Sense?

Mark Meredith, CFP®

February 12, 2023

A Few Words on Stock Splits

Mark Meredith, CFP®

February 12, 2023

Revisiting Small Cap Value Investing

Mark Meredith, CFP®

February 12, 2023

Revisiting a Market Timing Strategy

Mark Meredith, CFP®

February 12, 2023

Why Stock Picking is Hard

Mark Meredith, CFP®

February 12, 2023

Complification

Mark Meredith, CFP®

February 12, 2023

The Stock Market Game

Mark Meredith, CFP®

February 12, 2023

Is Small Cap Value Investing Dead?

Mark Meredith, CFP®

February 12, 2023

Overlooked Risks

Mark Meredith, CFP®

February 7, 2023

Should You Just Put Everything in the S&P 500?

Mark Meredith, CFP®

February 7, 2023