…CFP®Cynthia McKillip, CFP®Michele Clark, CFP®, CRPC®Brad Combs, CFP®, CPAScott McKillip, CFP®Stacie Brost, CPALauren Kingsten, CFP®Kaley Pogrelis, CFP®Marie Tustin, CFP®Maria WagnerBrian J Smith, CFP®Amanda MertensChed Wagner, CFP®Ryan Craft, CFAMinjung Son, CFA,…
…state and Federal level. Initially, the savings was simply tax-deferred, but in 2007, the law was changed to make qualified withdrawals tax-free permanently. Most states (including Missouri) offer the additional…
…of an asset minus the risk free rate divided by the volatility of the asset. So, for the S&P 500, the return was 9.4 percent, the risk-free rate was 3.2…
…bonds and, while you can’t see it, the correlations are exceptionally low. In short, it’s an investor’s dream. So given these numbers, how come I’m not falling all over myself…
…investors like Buffett, Phil Fisher, Walter Schloss, Peter Lynch, and others, the academic community didn’t catch on until the 1970s and early 1980s. It wasn’t as if academics didn’t know…
…individual investors, 401ks are just one subset of the overall investment universe, including pensions (public and private), insurance companies, savings institutions, hedge funds, sovereign wealth funds, endowments, and foundations –…
…expected to die, it’s a probably estimate. Half the people with your circumstances (heredity, physical condition, gender, etc.) will die before their life expectancy and half will live longer. This…
…global macro (economic based bets) and long-short equity (buy ‘good’ stocks and sell short ‘bad’ stocks). So how have I fared? It depends on how you look at it. I…
…1.75 percent and has been very tax-inefficient so far. And even though there does appear to be (pre-tax) alpha, it could still be an aberration. A well-known academic, Jeffrey Sonnenfeld,…
…value investing: quality companies that trade at discount prices. Warren Buffett makes it sound so easy: ‘Whether we’re talking about socks or stocks, I like buying quality merchandise when it…
