30-Year Mortgage and Invest the Difference
An examination of strategy that suggests taking a 30-year mortgage instead of a 15-year mortgage in order to maximize net worth.
Why We Prefer a 15-Year Mortgage
A 15-year mortgage can be a great way to accomplish financial planning goals, yet it is often overlooked as it goes against “conventional” investment advice.
Why We Don't Practice Tactical Asset Allocation
Tactical asset allocation is a popular strategy in which changes are made to an investment portfolio based upon a change of expectations around investment risks or returns. In this post we outline why we don't practice this strategy.
The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. Click to learn more about the impact of inflation.
Volatility Is The Price Of Admission
The market's decline is making headlines. What should we make of these headlines? What can investors do?
Nine Experts And Four Surprises
Several examples from 2017 that provide perspective for investors.