“History shows us, over and over, that bull markets can go well beyond rational valuation levels as long as the outlook for future earnings is positive.” – Peter Bernstein Normally a hard month for investors, September was positive almost across the board for all the indexes we follow. The lone … Read More
Stock Market Commentary: September 2024
“Stay humble or the market will do it for you.” – Todd Harrison August, what we have observed to be a month that can be hard on investment returns, turned out to be a decent month for investors. US large cap stocks did well, with the Dow Industrials and S&P 500 both posting positive gains. … Read More
How To Afford Private School Tuition on a Six-Figure Income
Private school tuition is a significant financial commitment that many families face – even those with six-figure incomes. Many high-earning young professionals struggle to balance various financial priorities, such as paying down debt, saving for retirement, and securing the best possible education … Read More
Stock Market Commentary: August 2024
“The point of investing, after all, is not to have a great story to tell; the point of investing is to make money with limited risk.” - Seth Klarman While we do not make big, declarative statements on the markets, we see the market action in July as a possible turning point for the markets. … Read More
How To Pay Off Your Mortgage By Age 50
Paying off your mortgage can be a game-changer for your financial health and overall peace of mind. Data collected by NASDAQ suggests that while only 28% of homeowners below retirement age have paid off their homes, nearly 63% of those 65+ have done so. These statistics highlight Americans' … Read More
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