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 […]

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 […]

As we are currently engaged in gathering forms and data for taxes, I thought that now could also be a good time to review what exactly is involved in the […]

Famed investor Peter Lynch’s quote on the 1848 Gold Rush encapsulates both the promise and peril of investing amid periods of speculation. Opportunity springs from enabling new innovations, but danger […]

The year 2023 was quite a rollercoaster for U.S. fixed income markets. Rates across the yield curve saw considerable volatility throughout the year as the Federal Reserve’s campaign against inflation […]

On December 31st, 2025, the Tax Cut and Jobs Act (TCJA) – signed by President Donald Trump in late 2017 – will expire. As one of the largest tax reform […]

Entering 2023, the consensus outlook was bearish for most asset classes. Inflation would remain stubbornly high. Interest rates would continue to rise and remain higher for much longer. Corporate earnings […]