Media Note: Earlier this summer, William Wood was the guest on “Your Money Matters Today” with Cornerstone Wealth Advisors. With hosts Steve Campbell and Ryan Miracle, Dr. Wood talked about mistakes that special needs parents should avoid. Here is the
With Donald Trump installed as president, what should you do with your portfolio? There are two answers: It’s too late; and Nothing Here’s what I mean. Asset markets move very quickly on news. Whatever the latest dust-up is, by the
There’s a paid ad in my Facebook feed from the New Yorker (paidpost.newyorker.com) on “How to Live Luxuriously Right Now.” Here’s a sample: The New Yorker recommends used “Vintage Timepieces” like a classic Omega 3177 watch from the 1970s for only $4,695.
Here are two really smart people talking about asset markets — are they rational and efficient? In either case, individual investors are better off to buy and hold index funds. I’ll post the video below: or you can read the
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Over at investmentnews.com, a writer has discovered that investment advisers are largely white males, with little diversity. I’m not surprised — but what should a woman or person of color do in response? First, recognize that there are thousands of investment
Here’s an investment firm’s commercial — I have highlighted the key part: Why do people invest? They invest for what’s next. That could be a college dream, a new priority, an active retirement. Whatever next is, it takes smart investments
The Washington Post repeats a common theme: that small investors were the hardest hit in a stock market selloff. The story has an appealing logic. When there is a big market move and small investors are trying to get their
You’ll occasionally see articles like this one claiming that it’s relatively easy to exploit index funds with the following strategy: Figure out which stocks will be added to a widely tracked index, such as the Standard & Poors 500. Buy
Several times when I was growing up, my family visited others’ vacation homes — Uncle Claude’s beachfront house at Gulf Shores, a business friend’s cabin on the Savannah River, Jim and Mary Louise’s place on Lake Martin. I thought how