Investing


We are so excited to present to you our Quarterly Market Review for Q4 2017. In this comprehensive PDF, you’ll find valuable information on market performance during the quarter across various domestic and global asset classes, as well as an in-depth discussion of bitcoin investing. Simply click the thumbnail below to download the PDF. We hope you...

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Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit cards or billing errors, and avoiding the stress of dealing with piles of unorganized bills and paperwork. It also sets the stage for better decisions on investments,...

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Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. –Sam Ewing, former professional baseball player and All-American at The University of Tennessee   On Wednesday, November 9, Janet Yellen gave what was most likely her last testimony to the Joint Economic Committee as Chair of the Federal Reserve.  In her testimony, she stated that she felt the economic...

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“Don’t tax you, don’t tax me, tax that man behind the tree.” —Louisiana Senator Russell Long; former chair of the Senate Finance Committee (1966 to 1981) Tax reform The House Ways and Means Committee released H. R. 1, The Tax Cuts and Jobs Act, on Thursday, November 2. The House Republican bill provided some clarity in terms of specific breakpoints for tax rates, and details on which deductions would be eliminated or reduced....

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“I can calculate the movement of the stars, but not the madness of men.” –Sir Isaac Newton The Wright brothers successfully conducted the first manned flight at Kill Devil Hills, NC, on December 17, 1903. However, an aircraft’s movement through the air can be explained and described by physical principals discovered over 300 years ago by Sir Isaac Newton. He developed his theories of gravitation in 1666, when...

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You may wonder at the title of this section. Why are financial tips for women different from financial tips for men? Don’t we all need the same information? The answer is no. Women are different from men in many ways, including the ways in which they manage money and learn about finance. Eleanor Blayney in her book “Women’s Worth: Finding Your Financial Confidence” reveals that, for women, money is a source of both...

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