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The emerging risks of ESG investing and our awesome responsibility
American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...


Protecting yourself as an expat against a falling U.S. dollar
Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD....


Low bond yields take us back to a bull market
It’s hard to describe such a tumultuous year: an increasingly unresolved pandemic, growing unemployment, extreme market volatility (in...
How to weigh a life change during uncertain times
Civilization as we know it is being put on its head, forcing new perspectives and feelings for most people who are just trying to manage...


Following the market herd
It’s hard to predict the future. Fortunately, it’s much easier to identify where the market herd is putting their money, and this action...


Pricing the future and stimulus update
Market update US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major...


Taking care of your mental health
There's no guidebook for taking care of your mental health during a pandemic. Being stuck at home with limited access to other human...


Investors are at a crossroads
There’s a bleak case to be made about investing in this pandemic: massive unemployment, destruction of global demand for goods and...
Covid-19 resources for small business owners and sole proprietors
There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...


Searching for opportunities in a sea of declines
Relative strength is a measure that helps investors evaluate investments relative to the general market. By many standards, we are now in...
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