As a new-ish member of a nonprofit board’s investment committee, I was recently on the client end of a conversation with an investment adviser. It was unusual, as I’m typically the one providing ...

QUESTIONING WHAT THIS MEANS FOR THEIR OWN INVESTMENTS. THE BELL SIGNALING THE END OF ANOTHER DISMAL DAY FOR THE STOCK MARKET. IT’S CRAZY. PRETTY VOLATILE. PRETTY SCARY. THE DOW, THE S&P 500 AND THE ...

One of the most important factors of successful investing might surprise you. Professional investors talk at length about statistical models, trends and speculative investment, and the performance of ...

DRIP and auto-balance are two popular options for dividend-focused investors. One can’t go wrong with either, in my book. DRIP looks like the better choice for new, passive investors who’d rather set ...

The purpose of this article is to discuss broader market and portfolio strategy and how my personal attitudes and allocations have shifted as my portfolio has grown in value. I have had a roughly ...