7 Financial Tips to Avoid Leaving Money on the Table
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more
Finding and Supporting Your Passion
Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors an... Read more
What’s on your mind? Addressing Three Common Investor Questions
In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll... Read more
Ho, Ho, Horrible Holiday Investing Myths
Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas. H... Read more
Combine Baking Cookies With Painting in This Fun Holiday Activity
By Karen Parker
One of my favorite Christmas traditions is baking cookies and delivering them to friends. My Mom started doing this with me when I was very young, and I have continued the tradition with my child... Read more
Tools to Help Realize Your Year-End Charitable Giving Goals
As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more
Why Combining Factor Premiums Makes Sense
In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more
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