Recently I was asked a simple and fair question which provoked a series of internal talking points. The question was “should I rebalance monthly, quarterly, or annually?” My go-to response when answering such a question which is to stop the […]
Samuel Langhorne Clemens, otherwise known as Mark Twain, is one of America’s greatest storytellers with novels such as The Adventures of Tom Sawyer. We all know that. However, what most people don’t know about Mark Twain is that he had […]
Kevin and Nyle sit down and discuss some of the big changes in retirement confidence and how a 401k can make a BIG impact on that confidence. From there, they pivot to what are the biggest hurdles that people report […]
The long history of bad markets during October seems to be repeating itself. Last Friday was the anniversary of Black Monday, October 19, 1987, when the DJIA dropped 25% on that single day! Our opinion is that the volatility may […]
DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of the […]
When an astute investor checks their accounts and notices all their holdings are going up at the same pace, they begin to fear for the day when will they all be going down. They begin to diversify their holdings, taking […]
Predicting a recession is hard. Let’s pretend you and I are headed to lunch, and we can’t decide where to eat, what do we do? We choose to flip a coin, heads we go to a salad bar, tails we […]
