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Shifting Economic Balance

Ever wonder how the balance of the world’s economies have changed over the last 120 years?  Here’s a really interesting snapshot (see graphic), which shows the size of many countries’ stock markets at the beginning of the 1900s (as a percentage of the total), and as of the start of this year.  Notice the enormous growth of the U.S., from 15% of the total to more than

$1 Million Isn’t What It Used To Be

By Harlan Storey​

The Investment Returns of Homes vs. Stocks

Your home is your best investment, right?

Skyrocketing Student Loans

While some are worried about the rapidly growing U.S.

We’re Never Too Busy To Help Someone You Care About

By Harlan Storey​

Work History

When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you ever wonder how the jobs picture has changed over the past 165 years? 

The Closing Donut Hole

If you haven’t been really, really sick in the last few years, you may not have ever heard of the “donut hole” in Medicare Part D prescription drug plans.  This is the common name in the medical field for a quirky coverage gap where, if you incurred $3,750 worth of drug costs in any given year, you would suddenly be paying for a significant portion of your drug expenses o

The Two Faces of Volatility

Buried in a recent report by Fidelity Investments was some remarkable news.  Last summer, the mutual fund and retirement plan provider noted that there were more than a million people with more than $1 million in their 401(k) accounts.  Then December hit, wiping out almost 20% of the value of the S&P 500 index, with many overseas markets suffering larger losses.  The result:

How To Prepare For Tax Season

By Harlan Storey​

The Perfect Pundit Interview

Chances are, you’ve already heard or read endless predictions about… everything.  The direction of interest rates.  Market returns and whether the markets will go down or up.  When the next recession will hit.  The movements of the cryptocurrency markets.

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