Market Resources

Who’s in the Driver’s Seat? Having Real Conversations With Older Relatives About Diminishing Driving Ability

Sylvia Nissenboim

Recently, a friend and I spent a week at the Grand Canyon. Upon our return, a family member…

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10 “sure things” for 2014: Not so much

At the beginning of each year, I compile a list of predictions that financial gurus and industry experts tell us…

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Counting the Ways That Budgeting Has Added Up in My Marriage

Tim Maurer

Several years ago, my wife and I sat across from an experienced married couple squirming in their seats…

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Video Library

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Resources

The Million Dollar Question: "How Am I Doing?"

You may have seen the television ads that pose the big question: “What’s…

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What Do I Do With My Retirement Plan Accounts?

Overview: For those retiring soon, there are several options to consider when deciding how to handle assets saved in company-sponsored…

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It’s Important To Be Educated

Overview: The following are some key investing principles that investors should know.

 

The Importance of Education
It is…

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Wise Investing Blog

Do Rising Rates Spell Doom For REITs?

As we have discussed many times, much of the conventional wisdom on investing is simply wrong. For our purposes, we can define conventional wisdom as those ideas that are so commonly accepted that they go unquestioned. Today, we'll look at the idea that rising interest…

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The Long And Short Of The Low-Volatility Anomaly

As far back as the early 1970s, research has shown that the lowest volatility stocks have provided better returns than the highest volatility stocks. These findings run counter to economic theory, resulting in the low-volatility anomaly. The academic research, combined with the 2008 bear market,…

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