Newsletter & Blog
Our latest research and news.
This week, Steve and Travis discuss how Roth IRA conversions can work for you and why understanding the details is essential.read more
Financial markets suffer from physics envy. They desperately want to see themselves as a respectable hard science. Markets revolve around numbers and mathematics, which implies precision. Academia has
developed equations and attached ornate Greek letters to various metrics, all in an effort to rationalize market movement. But that’s a mirage. . .
This week, Travis and Steve discuss Investment Policy Statements and how they provide an anchor during chaotic markets.read more
This week Steve and Travis review recent changes to IRA accounts' longstanding rules and their impact on your taxes.read more
This week, Steve and Travis discuss potential causes of the assault on heavily shorted stocks.read more
This week, Steve and Travis discuss characteristics of Cryptoassets and what you should consider when investing.read more
This week Steve and Travis discuss why volatile markets cause people to lose focus, tempting long term investors to become short term traders.read more
If there were ever a year society was eager to close the book on, it would be 2020. For many, last year was taxing on our health, emotionally and financially. We have yet to fully grasp the long-term consequences of the COVID-19 crisis. People and organizations continue to grapple with an unpredictable future. As our foresight shrinks, we all crave a sense of confidence about tomorrow, and our addiction to prediction grows. However, our desire for…read more
This week, Steve and Travis discuss characteristics of well-known market indexes, how they differ, and why those differences matter.read more
This week, Travis and Steve discuss the impact of low-interest rates on your investments, loans, and savings.read more