401(k) plans can be challenging for the average investor to manage, especially plans offered by smaller organizations. High administrative fees and limited investment options can present substantial issues with these […]

Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Entering 2024, investors were generally positive about the prospect of a solid […]

As the Federal Reserve prepares to cut interest rates, we take a look at the wide range of implications across all asset classes. It may seem hard to believe given […]

Inflation imposed a more challenging than expected first half of 2024, delaying the start of the rate cut era. A patient Jerome Powell wants to see more data. The second […]

Affluent individuals and families often possess significant assets, refined financial portfolios, and live seemingly comfortable and secure lives.  But even with substantial wealth, they can still have their lives significantly […]

Despite the ease of entry to investing and the availability of vast resources, retail investors often lag the market due to behavioral biases, lack of expertise, and falling for traps […]

Where Consumers Must Navigate Through Meaningless Designations, High Fees, and Poor Portfolio Management to Find the Right Firm Justin McNichols, CFA After more than two decades at Osborne Partners, and […]

The financial media spends much of each day trotting out fund manager X, who was up 30% last year or analyst Y, whose five-star picks rose 50%. After a while, […]

From the October 2023 lows through the first quarter of 2024, global equities are up over 25%, some specific industries are up over 50%, and many artificial intelligence-related assets are […]

Fixed income markets kicked off the year with an atypical jubilance for an asset class designed to preserve capital and generate income. Nevertheless, a rapid decline in long-term rates over […]