After tuning in to The Wise Investor Show, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.
Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.
According to the American Time Use Survey, people spend about 95 times as much time watching TV (two hours 50 minutes) as they do managing their household finances (less than two minutes).
Providing a financial loan for a child to buy a house can create complexities in family dynamics. If you are looking for ways to extend a helping hand and get your children into their first home, Director and Portfolio Manager David Mount shares where to start.
What do Mark Zuckerberg, Tim Cook, Jeff Weiner and other top CEOs have on their bookshelf? We've go the answer.
Spring this year brought a lot more than April showers and May flowers! U.S. stocks built on their strong first quarter surge with a very respectable advance in the second quarter. This was no easy task considering the challenging investing environment, outsized market performance contribution from a relatively small stable of growth stocks, and our focus on valuation discipline.
Yearly tax returns can benefit individuals financially, well beyond the refund check they may get in the mail. Tax forms can reveal a lot about someone’s financial situation, which can help structure financial decisions year-round. With the aid of a qualified financial advisor, tax return information can be used as a tool to help increase long-term wealth.
If you’re renovating to upgrade your home, you’ll want to invest in amenities that you can enjoy long-term. If you’re renovating to sell a home or improve an investment property, you’ll want to focus on minimizing costs while increasing value. The expense needs to be balanced against your goals.
Not too many expected the worst December for the U.S. stock markets since 1930 to give way to the strongest overall first quarter performance in almost three decades! Corporate fundamentals such as earnings and revenue growth rates inform long-term investment outcomes, but over shorter periods of time, investor sentiment usually determines market direction.
If you look at the New York Stock Exchange’s advance/decline line between December 2018 and February 2019, you’ll see a dramatic V shape. In periods of volatility like this, it’s a challenge not to react to the short-term market swings and remain true to your long-term investment goals. But if investors want greater returns, risk is a part of the process — the fleas that come with the dog, if you will. Here are some recommendations for riding out the waves of a volatile market.
