Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
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Reviewing Market Fundamentals
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
Value of Tax Planning
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
Tucson Monsoon – 2018 Update
A quick Tucson monsoon update for 2018
Mortgage Rates & Monthly Payments
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
2017 Review: Asset Classes & Bonds
Reviewing 2017 returns of asset classes, factors & bonds
Tucson Monsoon – 2017 Update
A quick Tucson monsoon update for 2017
Bond Market Overview
This post explores the composition of the investment-grade bond market in the U.S. by analyzing Bloomberg Barclays US Aggregate Bond Index or The AGG.
Tucson Monsoon – 2016 Update
A quick Tucson monsoon update for 2016