Earnings for All Seasons

While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why…

Don’t Be Your Own Worst Enemy

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.”¹ What Graham understood—and modern…

Alternative Investments – Going Mainstream

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, one study found that alternative investments have grown to make up about 25% of state and…

The Investment Risk No One’s Ever Heard Of

Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for…

Estimating the Cost of College

Tip: Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year. Out-of-state tuition for these same institutions averaged $25,620. Source: College Board,…

Rebalancing Your Portfolio

Tip: Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable…

A Primer on Dividends

Tip: Dividend Dates. There are four important dates for dividends: Declaration Date: The company announces when it will pay a dividend and how much the dividend will be worth. Ex-Dividend…

How the Federal Reserve Works

Tip: Checks. Due to the onslaught of electronic check collection, the Federal Reserve now processes paper checks at just one location nationwide, down from 45 locations in 2003. Source: Board…

Getting a Head Start on College Savings

The U.S. Department of Agriculture estimates a middle-income family with a child born today can expect to spend about $285,000 to raise that child to the age of 17.¹ That’s roughly…

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