10.07.2020
Investing in FAANG Stocks: Should You Expect Unexpected Returns?
Investment returns have two parts: the expected return and the unexpected return. The expected return is the best guess of what will happen based on …
Investing in FAANG Stocks: Should You Expect Unexpected Returns?
Investment returns have two parts: the expected return and the unexpected return. The expected return is the best guess of what will happen based on all the information currently available. The unexpected return is the surprise, the difference between what does happen and what was expected. Investors should base their portfolio decisions on expected future returns, not recent realized returns, and the two can differ by a lot.
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Blog
10.06.2020
Checking Out of a Relationship or Home? Time for a Checkup!
In normal times and especially in a pandemic, many people use natural pause points to take stock of their lives and determine their next moves. …
10.02.2020
How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only …
10.01.2020
What History Tells Us About US Presidential Elections and the Market
It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a …
09.24.2020
How Much Does an Agent Get Paid for Power of Attorney Services?
If you intend to appoint another person to serve as your attorney in fact or agent for health care, it can be confusing to determine …
09.23.2020
Why Investors Might Think Twice About Chasing the Biggest Stocks
Average Annualized Outperformance of Companies Before and After The First Year They Became One Of The 10 Largest In The US Compared to Fama/French Total …
09.23.2020
How Does Undue Influence Impact an Estate Plan?
Undue influence happens when an outside party exerts pressure on an individual causing that individual to adjust their estate plans to the benefit of the …
09.21.2020
Get an Attorney to Review Your POA Document
Has someone you know asked you to execute a power of attorney that names you as their agent? Never sign a power of attorney document …
09.17.2020
Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?
A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the …
09.16.2020
What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?
If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to …
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