Blog

The month of August marked an important milestone for the long-running bull market.

On August 22, the bull market, as measured by the S&P 500 Index, extended its run to 3,453 calendar days (CNBC, various sources), becoming the lengthiest bull market in history, or at least since WWII.

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.

Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.

The yield curve is flattening (or growing steeper)! …Yield curve spreads are widening (or narrowing)! …The yield curve has inverted (or normalized)!

Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments?

If there’s one thing you can count on in both life and investing, it's uncertainty. It’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future - but we never know for sure.

Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details.

A “how to” clip is usually available on YouTube, but there isn’t a practical way to reach out with follow-up questions.

The Tax Cuts and Jobs Act (TCJA) includes several changes that affect partnerships and their partners, as well as LLCs that are treated as partnerships for tax purposes and their members. Most of the changes are good news. Here are some highlights:

Technical Termination Rule Repealed (Good)

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down. 

In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” we introduced key building blocks for sustainable investing, and summarized current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice to help you determine if and how you would like to invest more sustainably.

The depreciation you claim with your home-office deduction is subject to a recapture tax when you sell your home.

Second quarter has come and gone, along with the usual mixed bag of “what next?” news. There were the typical ugly players such as potential trade wars and rising interest rates. There were also the usual market darlings, such as this quarter’s big, bold tech stocks. Each in their own way can tempt you to cringe or veer off-course.