Insights & Thoughts
A Remarkable Year for Stocks
The closely followed Dow Jones industrial average and Standard & Poor’s 500 index had a remarkable year in 2017. The Dow gained an impressive...
The Many Blunders of Equifax
My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million...
Year of the Large Cap
Since last year’s presidential election, the stock market has been on an absolute tear. Most of the major U.S. stock averages are up roughly 17%...
Schwab Tools at Your Fingertips
Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of Schwab’s tools that our clients may...
More Gains, More Risks
Stocks continued to rise through the second quarter, albeit at about half the rate of the first quarter. The large cap group had the best quarterly...
The Triple Tax Benefits of HSAs
Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans...
Cracking the College Cost Code
Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges. The new...
One Result We Can All Agree On
2016 will certainly go down as one of the more interesting years in recent memory. By far, the biggest story of the year was the presidential...
Social Security – Closing the Gaps
You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was...
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