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Our Articles

No Way To Tell If This Bear Market Is A Bull Yet
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Rather than trying to time your investments based on one or the other, the advice is simple. Stay the course. Invest. Rebalance.

Life Lesson #7: Talk to the Duck
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This common gift to new computer programmers hides a life lesson for us all.

#TBT Before You Get Out Of The Stock Market, Read This
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When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.

This Month, Here’s How We Tilted (June 2022)
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This month, the forward P/E ratios showed considerable variation with many sectors returning to a fairer valuation.

Hoover Fellow Criticizes Faculty For Their Partisanship (June 1988)
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This letter to the editor from George Marotta was published in The Stanford Daily on June 24, 1988.

#TBT A Guide to the Bear Markets
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This series on each Bear Market helps remind us that there is nothing to fear.

Current Inflation vs. Expected Inflation (June 2022)
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Currently, 12-month inflation is 8.58% and the crowdsourced expected inflation is 2.88%. Here’s what to do.

States with Tax-Exempt Interest from U.S. Debt Obligations
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As always, it is best to confer with a tax professional on matters such as these.

#TBT Q&A: Can a 529 Reimburse for Last Year’s Expenses?
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Unfortunately, neither “yes” nor “no” is a correct answer to this question.

A Second Dip Turns to Bear Market (June 2022)
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Stay the course. Rebalance. Don’t peek.

Life Lesson #6: Juggle Your Responsibilities
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Juggling domestic responsibilities is a second shift adults are burdened with. I find this analogy helps me to set my expectations and focus more properly.

#TBT The Price of Listening to Dire Predictions
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While it is always true that a recession will come eventually, shifting to bonds whenever one is predicted has serious consequences.

How to Spend: Slow Down Spending (Podcast)
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Walking away from tempting purchases is particularly difficult, especially for those who regularly shop, but by training yourself to slow down in your spending, you can concentrate your dollars towards the purchases that create the most joy.

How to Survive High Inflation
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Inflation is like the rain. You must prepare in advance in order to stay dry.

#TBT Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

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