Weekend Reading: Challenging The High-Dividend-Yield Stock Narrative
Many investors favor dividend-paying stocks, believing they offer superior returns and reliable income. However, the academic community disagrees.
Weekend Reading: 12 Questions You Should Ask Before Making Investing Decisions
Investing doesn't have to be overwhelming. This guide offers a simple 12-question checklist to help you evaluate any potential investment.
Weekend Reading: Risk in Retirement: What's the Right Level for You?
It's natural to become more cautious with your investments as you approach or enter retirement. Understanding what "risk" really means for you is critical.
Weekend Reading: When *Not* To Rebalance?
Rebalancing your portfolio – buying and selling to maintain your desired risk level – is a common investment practice. But how you decide when to do that matters!
Weekend Reading: Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future
Stoicism, an ancient philosophy originating in Greece, has gained popularity among various groups, including those seeking guidance in financial matters.
Weekend Reading: The Biggest Mistake Retirees Make
Just like unexpected detours during a road trip can lead to increased expenses, the combination of market volatility and withdrawing money from your investment accounts can lead to sequence of returns risk.
Weekend Reading: Spot Bitcoin ETFs Are Here. Should You Invest?
Spot bitcoin exchange-traded funds (ETFs) have recently been approved by the U.S. Securities and Exchange Commission (SEC) after more than a decade of anticipation.
Weekend Reading: A Life of Pleasure: How to Enjoy Yourself Without Destroying Your Wealth
An overly luxurious lifestyle isn’t sustainable for most people, and will ultimately destroy your wealth.
Weekend Reading: Why You Should Clean Up Those Old 401(k)s
Have you ever abandoned a 401(k) account when changing jobs? Approximately $1.65 trillion is estimated to be sitting in such orphan accounts, representing the savings of 30 million workers.
Weekend Reading: When will this stock-market boom end? Here’s a creepy day to put on your calendar.
Financial experts like to claim that the stock market is efficient and unbeatable. However, Wall Street has repeatedly proven otherwise, particularly with the “Halloween effect” - a pattern where significant stock market gains occur from Halloween until May, defying logic and the efficient market hypothesis.
Weekend Reading: Should a Donor-Advised Fund Be Part of Your Estate Plan?
Charitably minded? Donor-advised funds (DAFs) offer individuals a cost-effective and flexible way to incorporate charitable giving into their estate plans. A DAF is established with a charitable organization, allowing donors to contribute various assets while retaining advisory privileges over fund distribution and investment.
Weekend Reading: How to Be Successful
You might be familiar with lists claiming to reveal the secrets to success, such as those detailing habits of successful entrepreneurs or traits of millionaires.