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Punching Above Our Weight

One of the unexpected results of the recent rally in American stocks, combined with a market malaise throughout the rest of the world, is that U.S. companies, in aggregate, now make up more than 40% of the global market capitalization of all publicly-traded stocks.  This is up from just over 32% ten years ago.

Abuse from Within

You hear a lot in the press about “elder abuse,” and the image that comes to mind is physical abuse or violence.  But the most likely scenario, according to the AARP, is the 20-year-old son gently accompanying his elderly grandmother to the bank, where she querulously requests a $4,000 withdrawal.  Debra Whitman, executive vice president and chief public policy officer at

War Does Not Make Us Happy

Happiness researchers are constantly asking whether money can buy happiness, and the research suggests that the answer is yes—but up to a point.  Once a person’s basic needs are comfortably met, more money doesn’t necessarily make people happier—and at some point it can lead to a decline in the pleasure one takes from life.

What’s Your Long-Term Care Plan?

By Harlan Storey​

Post-Death Planning

Have you ever wondered what happens to your unpaid bills after you die?  You might be surprised to know that it depends on what kind of debt is still outstanding.

Impeachment Economics

As the impeachment process gets underway in the House of Representatives, President Trump has famously tweeted that the U.S. stock market will experience a severe decline if the process goes much further.  This has led many money managers and financial planners to take a hard look at history.

Straight Thinking About ETFs

You probably know that index funds and index ETFs are no longer just popular with financial planners and other insiders.  Word has gotten out to the investment public about how difficult it is to beat the market, and how many index funds beat the majority of actively-managed funds—especially the expensive ones.

Financial Planning For Children With Special Needs

By Harlan Storey​

Boring Bonds Come Alive

Bonds are boring, right?  Stocks jump up and down and all over the place, and over several years they might even jump 100% in value.  Meanwhile, the bonds in your portfolio crank out predictable coupon yields quarter after quarter after quarter.

A Recession On Our Minds

How should you invest in a down market?  If you want a guidepost, let’s look back to the terrible, traumatic down market of 2008-2009.  You’re going through relentless, daily and weekly losses (remember that?), and the feeling at the time was that the global economy had suffered a mortal blow.  So you get to the bottom in March of 2009, and what do you have to look fo

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