In this issue

September 28, 2022

THE GROWL OF A BEAR COULD BE WORSE THAN ITS BITE

The growl of a bear could be worse than its bite

The growl of a bear could be worse than its bite
3 lessons history can teach us about bear markets. A number of unexpected events unfolded during the first half of 2022. Inflation at 40-year highs, aggressive Federal Reserve interest rate hikes and the Russian war in Ukraine all helped trigger stock market...

3 lessons history can teach us about bear markets. A number of unexpected events unfolded during the first half of 2022. Inflation at 40-year highs, aggressive Federal Reserve interest rate hikes and the Russian war in Ukraine all helped trigger stock market...

Also in this issue

Personalizing your retirement withdrawal strategy

Selling your home? Remember taxes.

The IRS sharpened its focus on your side-hustle income

LISTEN: Financial and estate planning for blended families

And more!

Past issues

August 2022

Don’t second-guess the markets

Don’t second-guess the markets
Market prices often adjust right away to economic news. By Wei-Yin Hu, Ph.D.   The stock market volatility that emerged in 2022 created plenty of moments that may have tempted you to try to second-guess the markets. The Russian war in Ukraine, inflation at...

Market prices often adjust right away to economic news. By Wei-Yin Hu, Ph.D.   The stock market volatility that emerged in 2022 created plenty of moments that may have tempted you to try to second-guess the markets. The Russian war in Ukraine, inflation at...

July 2022

Gold has failed to shine as an inflation hedge

Gold has failed to shine as an inflation hedge
There is a reason we favor diversification as an inflation fighter. With inflation at 40-year highs, some Americans may be wondering whether investing in gold is a good method to protect their financial security. Advertising from unregulated precious metals companies...

There is a reason we favor diversification as an inflation fighter. With inflation at 40-year highs, some Americans may be wondering whether investing in gold is a good method to protect their financial security. Advertising from unregulated precious metals companies...

June 2022

Geopolitics: War and the stock market

Geopolitics: War and the stock market
Despite the human toll it takes, war has often had a surprising effect on financial markets. Like many people around the world, you may have watched in horror and disbelief as Russia invaded Ukraine earlier this year and were saddened by the needless pain and...

Despite the human toll it takes, war has often had a surprising effect on financial markets. Like many people around the world, you may have watched in horror and disbelief as Russia invaded Ukraine earlier this year and were saddened by the needless pain and...

May 2022

Estate planning for business owners

Estate planning for business owners
Hint: You might not even know you are one. By Rodney Weaver   One-size-fits-all. It is an approach that works for hats, but not for estate planning, particularly when one of the assets in your estate is a business. Having a well-designed estate and business...

Hint: You might not even know you are one. By Rodney Weaver   One-size-fits-all. It is an approach that works for hats, but not for estate planning, particularly when one of the assets in your estate is a business. Having a well-designed estate and business...

April 2022

ESG: Off the sidelines and into the mainstream

ESG: Off the sidelines and into the mainstream
The evolution of values-based investing. As early as the 19th century, some groups – such as the Quakers and anti-abolitionists – took a stand on investing in anything in conflict with their values. As the decades rolled on, tobacco, alcohol, gambling and firearms...

The evolution of values-based investing. As early as the 19th century, some groups – such as the Quakers and anti-abolitionists – took a stand on investing in anything in conflict with their values. As the decades rolled on, tobacco, alcohol, gambling and firearms...

March 2022

Investing your tax refund without regrets

Investing your tax refund without regrets
Figuring out when to invest can be challenging. How do you avoid regret? By Wei-Yin Hu, Ph.D. You may be one of many people receiving income tax refunds this year. An unexpected windfall is good news, though it might also mean that you should adjust your tax...

Figuring out when to invest can be challenging. How do you avoid regret? By Wei-Yin Hu, Ph.D. You may be one of many people receiving income tax refunds this year. An unexpected windfall is good news, though it might also mean that you should adjust your tax...

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