by Joseph "Bo" Billeaud | Jan 20, 2025 | Blog, Bo's Corner
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of academic papers on the subject. ...
by Jonas Lowery, CFP® | Dec 4, 2024 | Blog
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the Fed’s Interest Rate Cut.”1...
by George W. Holland, IV | Oct 23, 2024 | Blog
Just a quick reminder… Every four years, tensions rise among some investors as to how their hard-earned savings will be affected by the upcoming presidential election. Without going into the details, know that there is no historical evidence we can use to reliably...
by Erin Despot McMenemon, CFA® | Oct 7, 2024 | Blog
The unknown story of the guy that could have been “Buffett” famous! When it comes to long-term investing, many people think the goal is to maximize returns as quickly as possible. But as investors like Warren Buffett and Charlie Munger demonstrate, it’s more...
by Lenox Brown | Oct 1, 2024 | Blog
One of the fastest-growing scams aimed at investors involves creating fake, but very convincing, websites that appear to be run by legitimate businesses, including financial institutions. This has become an issue, with many investors falling for these “spoofed...
by Kaleb Price, CFP®, CPA | Sep 18, 2024 | Blog
On January 1, 2018, the Tax Cut and Jobs Act went into effect, creating sweeping overhauls to taxes for income, estate, corporations, and non-profit organizations. While the law has decreased taxes for most individuals and businesses, many of the provisions are...
