If the Market is at an all-time high, is now a good time to invest?

April 7th, 2021  // Recommended Reading

On February 19, 2020 the S&P 500 Index hit an all-time high, closing at 3,386.15 as part of a historic bull run that started on March 9, 2009. Over the next 23 trading days the index fell nearly 34%, amidst the uncertainty stemming from the COVID-19 outbreak. Fast forward to August 18th and you’ll see… Read More

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

March 31st, 2021  // Recommended Reading

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and… Read More

Why Are Small Cap and Value Stocks Outperforming As of Late?

March 24th, 2021  // Recommended Reading

When you’re shopping for toothpaste, you might check the price tag before heading to the counter to make the purchase. If you happen to find a 12oz tube of Colgate for $4 and a 12oz tube of Crest for $3, odds are you are going to go with the Crest – its human nature to… Read More

Real Investing is Not a Popularity Contest

March 17th, 2021  // Recommended Reading

Tulips were first imported from Turkey to Western Europe in the late 1500s. The unique, exotic look of these flowers soon captured the attention of the upper classes and quickly appeared in the gardens of affluent Dutch aristocrats. Over the course of the next several decades, tulips became a status symbol of wealth and sophistication… Read More

Revisiting the 4% Rule

March 9th, 2021  // Recommended Reading

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle. For… Read More

What are SPACs?

March 2nd, 2021  // Recommended Reading

Former NBA champion Shaquille O’Neal, former Speaker of the House Paul Ryan, hedge fund manager Bill Ackman, tennis legend Serena Williams and former MLB player Alex Rodriguez all have one thing in common, they are all involved with Special Purpose Acquisition Companies (SPACs). The hot new craze has caught Wall Street’s attention, and seemingly the… Read More

February Investor Letter

February 23rd, 2021  // Recommended Reading

In 1984, 33-year-old Gary Kusin started an educational software retailer named Babbage’s. Started in Dallas, Texas, Babbage’s quickly expanded from educational software to focusing on Atari and Nintendo video games. Little did Gary know at the time, but his company would one day become a symbol of a market movement and capture the attention of… Read More

Isn’t Investing in the Stock Market Just Gambling?

February 16th, 2021  // Recommended Reading

It should come as no surprise that the biggest football game of the year ranks as one of the most popular events to gamble on. The American Gaming Association estimates that over 23 million people in the US will wager around $4.3 billion on the big game.1 It should also come as no surprise that… Read More

COVID Will Likely Impact Your 2020 Tax Return

February 8th, 2021  // Recommended Reading

The CARES Act, a direct response to the economic turmoil caused by COVID-19, sought to provide economic support to millions of Americans. This support extended to the way taxes are filed and processed for 2020, creating additional benefits depending on your circumstances. Read on to learn five ways the events that took place in 2020… Read More

2020 Year End Commentary

January 25th, 2021  // Recommended Reading

A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for his life. Miraculously, he came out alive and unharmed downstream at the bottom of the falls. People asked him how he managed to survive. “I accommodated myself to the water,… Read More

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