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Investing
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