Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
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
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.
A quick Tucson monsoon update for 2018
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
Reviewing 2017 returns of asset classes, factors & bonds
A quick Tucson monsoon update for 2017
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.
A quick Tucson monsoon update for 2016