2024 Market Forecasters’ Report Card
Have you ever written down predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market or economy and then coming back later to inspect can be a good exercise in understanding the difficulties of forecasting. It’s a lesson we can even observe from the public track […]
Elections and the Market: Navigating the Noise of Presidential Election Cycles
As the political noise builds toward the 2024 presidential elections, many American investors find themselves grappling with uncertainty about how the outcome might impact their investment portfolios and retirement plans. With nearly half of investors believing that election results will have a more significant effect on their financial futures than actual market performance, it’s essential […]
Sudden Money: Navigating the Complexities of Inheritance
Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the wake of a loved one’s […]
Navigating the Financial and Emotional Terrain of Egg Freezing: A Deep Dive into Costs, Coverage, and Considerations
As women continue to make strides in their professional lives, the question of family planning becomes increasingly complex. With career advancements often taking precedence in early adulthood, many professional women find themselves facing the reality of fertility decline as they approach their mid-thirties and beyond. In this blog, we’ll delve into a specific aspect of […]
Currency Effects on Non-U.S. Stock Returns
It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors buy foreign stocks, they become […]
The FOMO Worth Your Attention
FOMO. Fear of missing out. It’s the acronym for a behavioral phenomenon where people worry they’re missing out on something important they believe may help improve their lives — information, the novel features offered by the latest smartphone or the desire to be part of an exciting shared experience like a pop star’s three-hour concert. […]