Informed Decisions Drive Better Outcomes

Why You Should Save Your Annual Bonus into a Brokerage Account

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before you commit to spending it all,...

A Positive Note at the End of a Tough Year

Discoveries like these will generate significant benefits in the coming decades. Companies will harness their power and disseminate their value throughout...

It’s that Time of Year Again for Executives – How much should you defer into your deferred compensation plan?

Executives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much...

Webinar Replay: Osterweis

Carl Kaufman gives the Fed a C+ for their moves this year. Like the embarrassing uncle, the Fed is late to the party with raising rates and may be...

What Recessions Don’t Mean for Markets

While it’s been forty years, we have seen this movie before. No one knows whether we are in the early, middle, or late innings of this inflation story....

Five Ways for Executives to Save Beyond a 401(k)

401(k) plans may not be enough for executives to maintain their lifestyle in retirement. Here are five ways you can save beyond your 401(k).

Pessimism and the Paradox of Investing

The paradox and opportunity of investing is that the best times to invest are when people feel the worst. As counter intuitive as it may seem, this may be...

BEW Webinar with DFA’s Apollo Lupescu, PhD

Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...

Apple, Snapchat, and the Long-Term Case for Stocks

Discussions about investing often overlook the obvious fact that stocks are businesses. Although we invest in mutual funds and ETFs (baskets of stocks),...

The Bear Market and Future Returns

Crashes always feel like opportunities in retrospect and like risks in the present. Because the day-to-day...

Tech Stocks vs. the Fed

With low rates, investors prefer stories about the future over earnings today. When rates rise, investors begin to prefer earnings today over stories about...

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...