Investments

Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise: Should I cut back? Should I buy the dip? What’s the appropriate allocation to stocks right now? While the answer depends on many variables—your risk tolerance, age, net worth, current asset allocation, and […]

Creating an investment game plan is a crucial part of building lasting wealth. Without one, you’re likely to accumulate far less over your lifetime. Now that the S&P 500 briefly corrected by 20% in 2025, we’ve officially entered another bear market. Historically, bear markets have lasted about two years on average, but this one is

Stagflation is a rare and challenging economic condition where slow or stagnant growth, high unemployment, and persistent inflation occur simultaneously. Typically, inflation rises when an economy is expanding and demand is strong, while recessions tend to bring lower inflation due to weaker demand. Stagflation defies this pattern, making it particularly difficult to address with traditional

One adjustment I’m making to my net worth asset allocation is reducing exposure to closed-end venture capital funds while increasing allocation to open-ended venture capital funds. Closed-end venture capital funds follow a traditional model: you commit capital, fund capital calls over several years, and rely on the general partners to make great investment choices. I

China’s DeepSeek has shaken up the AI world with the release of an open-source AI model that reportedly outperformed OpenAI’s in several benchmarks. Even more startling is the company’s claim that its AI technology was developed for only $5.6 million. This figure has raised eyebrows, especially as companies like OpenAI and Anthropic have spent hundreds

Starting on January 20, 2025, Donald Trump became the 47th President of the United States, this time with JD Vance as his Vice President. Let’s dive into what this new Trump presidency could mean for your finances. The failed assassination attempt on Trump was a sobering reminder of how fragile life is, underscoring that unity

2025 has gotten off to a rough start with devastating fires and corrections in stocks, bonds, and other risk assets. So, I thought it’d be a good idea to shift focus to some positives—before they fade as well. Take a moment to calculate your excess investment returns to remind yourself of the good times. When

The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a single bearish forecast, which is somewhat worrisome. Most firms project the S&P 500 will close 2025 around 6,500—a solid 8.3% gain from the 6,000 level. If 2024 ends as expected, with the index

The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the last five trading days of the year and the first two trading days of the new year. Historically, the average gain during this seven-day period is around 1.3%. As time has gone on, largely thanks to