The topic for this quarter’s Insights is investment activity.  As in, how does one know when to make some changes or when to stay put? Our default instincts prefer more activity to less.  Action sounds

Most investors’ portfolios are heavily tilted toward U.S. stocks. That’s natural — people tend to favor their home country’s market, and U.S. stocks have had an exceptional run over the past decade. But history reminds

Like so many topics in financial planning, the Roth conversion decision tends to be reduced to a set of assumptions and some financial modeling.  But from my perspective, the math fails to address all the

Sometimes I hear an investment adage repeated frequently enough that it inspires me to go look for its origin.  This year the phrase that caught my attention was “climbing a wall of worry”.  This expression

Stock prices continued to climb in the third quarter, building on the recovery that began in April. The so-called “tariff tantrum” earlier this year resulted in U.S. stocks shedding nearly 20% of their market values.