An expensive US stock market poses risks, but bonds are finally offering an asymmetric risk/return opportunity in investors’ favor.
The planning opportunities available to close out the year.
Do you make sizable charitable donations? Here’s how a plan can help you maximize the tax benefits of giving.
Home prices have dipped a little, but in 2023 have actually appreciated. What comes next? Bubble, crash, or stability? Here’s our perspective.
An update on Hesperian’s latest impact research and activism and also a discussion of current events going on in the impact investing world.
For those interested, in this quarter’s investment commentary I try to briefly summarize my market views, with charts and extended analysis.
Charitable clumping is a tax-optimization technique used by the wealthy. But it can work for young savers too to generate big tax savings.
You can now get a decent return on high-yield savings accounts. But there are attractive investment alternatives to banking products.
A banking crisis and a debt ceiling fight on top of already elevated recession risk? Here’s why it matters to your portfolio.
Year-end is the time to think about certain seasonal financial planning opportunities. Here’s how we can lend a hand.
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