Newsletters

In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.

No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.

Facing the facts is critical—with both COVID-19 and investing. Read on to learn how to protect your portfolio from false positives!

The media would have you believe that what goes up must come down. Are they right? Read on to find out more.

While interest rates have shifted since we first published this blog, the core principles remain unchanged. Read on to see if paying off your mortgage is a wise choice.

Maximize your savings on education costs. In this article, we break down how contributing to a 529 plan can yield a $990 annual deduction. Read more here.

There’s an amazing new world outside the US that can serve investors well. Read more here.

“Another year, same you know what.” Financial Advisor Curt Stowers offers his insights into the 2024 presidential election and its impact on your portfolio. Read more here.

Every once in a while, a picture comes across my desk that really speaks to me. Last week I “saw” why the odds are so positively biased for long-term investors. Read on to see for yourself!