Category: Investing

Our June Market Perspectives Webinar included a discussion of the following research topics: Buy in May and Stay Invested Are You Investing or Merely Speculating? The #1 Rule in Investing Diversification and the Fear of Missing Out Charlie’s Top Tweets Charlie’s Summer Reading List Current Market Insights and Analysis Q&A Click the link below for […]

Diversification is often said to be the only “free lunch” in investing, delivering superior risk-adjusted returns over the long run. So why doesn’t everyone do it? Let’s take a look… Responsible financial advisors across the country are apologizing to their clients for the seventh year in a row. Why? Because the diversified portfolios they have […]

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“Whether you’re excited or nervous when your favorite asset falls in price marks whether you’re investing or merely speculating.” – Naval Ravikant Are you investing or merely speculating? Naval Ravikant had an interesting take on this most important of questions (see above quote). The deciding factor: whether you’re “excited” or “nervous” to see your asset […]

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Inertia is a powerful force – and if you’re like most Americans – you’re still earning almost nothing on your cash because if it. According to, the national average yield on savings and money market accounts are currently 0.09% and 0.15% respectively. Many of the largest banks (Bank of America, Chase, Citibank, HSBC, and Wells […]

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The U.S. Unemployment Rate has moved down to 3.9%, its lowest level since December 2000. If you ask the average person on the street what that means for the stock market, they would likely say it’s a bullish sign. What does it actually mean? Let’s take a look… Data Source for all charts/tables herein: FRED, […]