Blog

As the holidays and new year approach with alarming rapidity--but before you get swept up in parties and family gatherings completely--it's a great time to take a look at your finances. 2018 still has some important planning opportunities, and getting ahead of 2019 could pay...

Efficiency measures what is produced against the inputs required to produce it. Efficiency is generally reduced by some form of drag, such as friction, cost, energy, or time, but there can be great reward in improving efficiency. An investment portfolio produces greater wealth as the friction...

[caption id="attachment_9886" align="alignright" width="284"] *An impressive collection of mailings generated for one Charles Schwab account in one day![/caption] Lofty expectations for corporate earnings have combined with rising interest rates and increased global trade tensions to bring volatility back to the stock market after a long hiatus. ...

When my son Charlie came home from the NICU in February and was going to doctors appointments with some frequency, one of the things that came up was that he, like many newborns, had a case of torticollis. Torticollis is basically the tendency for a...

The last ten years of fair-weather markets have spoiled us a bit, but storms do come, and they can be ferocious. Just as Hurricane Michael came out of nowhere, so did a stock-selling spree that shaved more than 5% from the S&P 500. We are...