Category: Investment Ideas

05 Dec

Investment Ideas, Retirement Planning, Uncategorized

How Does 401K Work: Saving More Than Your Peers

December 5, 2022
By Zack Armstrong

For many Americans, the 401(k) plan is the bedrock of retirement planning. More than 100 million Americans are covered by these plans,...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Liquid Vs. Non-Liquid Assets: Which is Better For Investments?

November 25, 2022
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

14 Nov

Investment Ideas, Retirement Planning

Retirement Planning Facts and Trends

November 14, 2022
By Zack Armstrong

Planning for retirement is more difficult now. A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...

06 Oct

Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

What is Evidence-Based Investing, and Why Does it Matter?

October 6, 2022
By Zack Armstrong

As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...

14 Jun

Evidence Based Investing, Factor Premiums, Investment Ideas

How Often Do Small Cap, Value, and High Profitability Outperform?

November 23, 2022
By Zack Armstrong

06 Apr

Diversification, Investment Ideas, Retirement Planning, Tax Management

Retirement Preparation Mistakes

November 23, 2022
By Zack Armstrong

Why are they made again and again? Provided by Zachary H Armstrong, CFA Much is out there about the classic finan...

11 Jan

Diversification, Evidence Based Investing, Investment Ideas, Investment Philosophy, Market Review

Market Review 2021: A Recovery Amid Challenges

January 11, 2022
By Zack Armstrong

. KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...

27 Dec

Evidence Based Investing, Investment Ideas, Market Timing

Why a Stock Peak Isn’t a Cliff

November 23, 2022
By Zack Armstrong

12 Apr

Investment Ideas, Tax Management

Qualified Charitable Distributions

November 23, 2022
By Zack Armstrong

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...

18 Mar

Investment Ideas, Investment Philosophy

Tales from the Crypto: How to Think About Bitcoin

November 23, 2022
By Zack Armstrong

Weston Wellington Vice President, Dimensional Fund Advisors “Everything you don’t understand about money combined with ev...