"Fortunes & Frictions" Articles

Minimizing taxes is a worthy goal, but is it worth sacrificing other priorities?

Your average return matters, but more than that, how you average matters.

Whether you find it to be a taboo topic or not, the concept of money is incredibly complex. Here, author Rubin Miller highlights his duality as a financial professional and a regular person grappling with everyday money decisions.

You may have noticed “Bull Market” sneaking into news headlines as of late, and that’s because over the past month, markets saw a significant increase in expected returns within a short period of time.

Is the Silicon Valley Bank (SVB) collapse worth your concern? Maybe not directly, but it reveals valuable lessons to be learned about your liquid dollars – and investing.

Even if you’re not one to pay attention to investment forecasts, we’re all likely curious of what 2023 will bring to our wallets.

While in the world of farming, increased yield is certainly a goal for maximizing profit, in the investing world, the concept of “yield” is not consistent.

Do you have any money regrets? Maybe you made a financial mistake years ago that still continues to bother you. Or, maybe recently you’re second guessing an investment decision or purchase you made.

What does Bo Jackson’s stardom have to do with finances? In 1989, he was Nike’s prime marketer for their cross-trainer shoe ad campaign, and as such, appeared to know it all when it came to sports (i.e. — “Bo knows”). However, much like your portfolio, Bo’s popularity is more complex than that.

Investors are experiencing slight relief as markets experience some recovery, but with that being said, you also might wonder: How long will this last? And, should you cash in while you’re up?

Looking at today’s financial markets, “risk-free rate” is one of the easiest, most observable aspects to watch above the waterline.