Behavioral finance is an essential field that explores the intersection of human psychology and financial decision-making. Recognizing these biases is crucial for investors because these psychological tendencies can cloud judgment, [...]
Estate planning is not always a fun topic to think about, but it's an essential part of ensuring that your wishes are carried out in the event of your incapacity [...]
In 2020, Schwab announced its acquisition of TD Ameritrade, and now after three years, the anticipated transition date will be September 5th of this year! You can rest assured there [...]
First, let's start with a brief overview of what capital gains are. Capital gains are profits earned from the sale of an asset, such as stocks, real estate, or artwork. [...]
The Tax Cuts and Jobs Act (TCJA) brought significant changes to the US tax code in 2017. Among them was the sunset provision of certain TCJA provisions at the end [...]
Recently, the Federal Reserve raised the benchmark borrowing rate to 5-5.25%, which was the 10th increase in over a year[1]. This rise in rates is the last rate increase most [...]
As we know, 2022 was a challenging year for markets, but according to Barron’s, Dimensional Funds weathered the storm the best. After receiving a 5th overall ranking in 2021, Dimensional [...]
What makes for better television: Two market pundits arguing (maybe yelling) about what the future holds? Or those same commentators agreeing that they have no way to accurately predict the [...]
2022 Market review -Although stocks ended with their worst performance since 2008, value stocks served as a bright spot for their second consecutive year, outperforming growth by the largest margin [...]
With 2022 behind us, we look forward to 2023 and the continuation of a tradition in which market analyst and pundits try to predict the future. To understand what weight, [...]
