Once the pariah of the financial world, Bitcoin’s staying power has won over Wall Street. Asset managers are now racing to bring the world’s first and largest cryptocurrency to millions of Americans. BlackRock is leading the charge in a new spate of filings to launch a Bitcoin (BTC) spot price ETF. Invesco, VanEck, and WisdomTree […]
I’m a relatively aggressive investor. At age 58 (a couple of years ago) my portfolio allocation to equities was 90%. Comparing that to typical financial planning advice, that’s very high: Are Older Investors Too Aggressive? What the Data Shows It appears I’m not alone in this craziness. Last month, Morningstar published an article titled “Have […]
With new artificial intelligence tools at their disposal, fraudsters have law enforcement officials scrambling to keep up. Across the country, thousands of Americans have lost billions of dollars to investment scams in the last year. But by remaining vigilant, financial experts say you can avoid becoming the next victim. Alarming statistics from a recent study […]
As the world becomes increasingly conscious of the impact of our actions on the environment and society, many investors are looking for ways to align their investments with their values. One way to do this is through ESG investing. But what exactly is ESG investing? Investing is a nuanced and sometimes complex space, and values/impact-based […]
While there are limited circumstances when a 100% stock portfolio makes sense, most of us should be invested in a diversified portfolio of stocks and bonds. I believe you need bonds in your portfolio. But I do have a confession to make, in my retirement accounts, I invest 100% in stocks. Before you call me […]
The young aren’t thinking about retirement, and who can blame them? It seems a long way off. Anything could happen between now and then. In the meantime there is (often expensive) fun to be had, and student debt to pay off. After that there are (maybe) homes to buy, weddings to pay for and families […]
Warren Buffet, one of the greatest investors of all time, famously said investing in low-cost index funds, and especially index funds following the Standard & Poor 500 index (S&P 500®) are best for most people. If you want to follow that advice, remember the well-known admonition: “It Ain’t What You Don’t Know That Gets You […]
Setting aside owning our home, I’ve been investing directly in real estate for about a decade. In my experience, real estate can be a better path to building wealth than stocks. But, that doesn’t mean everyone should invest in real estate or that there’s one real estate option that’s best for everyone. This article will […]
This Billionaire Investor is Worried. Here’s How He Suggests Weathering the Storm. Despite warnings of an impending recession, the stock market has trended higher. Yet, not everyone is convinced things are looking up. Among prominent thought leaders in the investing community, fewer are more bearish about the U.S. economy than famed investor and founder of […]