Alpha, beta, Sharpe ratio: these metrics are ubiquitous tools in the investment community. When used correctly, they can help investors better evaluate their decisions. User incorrectly, they may lead to Continue Reading →
Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →
As a Financial Advisor, I can choose from hundreds of funds to help my clients reach their investment and financial goals. Before I recommend a fund, I use a lot Continue Reading →
At Principled Solutions, most of our portfolios are made up of various mutual funds or exchange-traded funds. There are hundreds of funds available for any given asset class and objective. Continue Reading →
The rise of mobile pay and what it might mean for your personal finances. The growth of mobile payments has far outpaced that of credit cards, making a cashless society Continue Reading →
Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →
It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career before you retired, but that’s no longer the case. A Continue Reading →
Your insurance at mid-life: Gauging if you are underinsured. Life comes with all sorts of curveballs. Sometimes, they’re easily overcome and even end up being positive experiences. But every now Continue Reading →
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China Continue Reading →
Say ‘no’ to loan requests and protect your wealth—and relationships. Some people may treat you differently when you’ve acquired substantial wealth. Chalk it up to human nature, but you might Continue Reading →