The “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act) made significant changes to IRAs inherited after January 1, 2020. For those who inherit IRAs after this date, the SECURE Act requires you to withdraw the inherited funds within...
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all...
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up...
With international stock markets comprising about 44.1 percent of the world’s capitalization as of 2021, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with...
Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may...
