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Points of View

Before You Say "I DO" Thumbnail

Before You Say "I DO"

Money is the leading cause of stress in relationships and a primary cause of divorce. I’m living this truth as I am currently separate from my long-term partner. I’ll spare you the details of my breakup, but when selecting our romantic partners, we base our decisions on numerous criteria, but financial compatibility is rarely one of them.

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Becoming Wealthy Is About Living Below Your Means Thumbnail

Becoming Wealthy Is About Living Below Your Means

Many people dream of becoming wealthy, but they don’t think carefully about what that really means. They incorrectly assume that being wealthy means having a large income. How much money you make is meaningless. It’s how much money you keep that matters. Rich people make lots of money. Wealthy people save lots of money. Which would you rather be?

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The Dark Side of Capitalism Thumbnail

The Dark Side of Capitalism

Companies are designed to make money—that is their purpose for existence. They typically make money by offering a good or service that others find valuable, creating a win-win transaction. They solve a problem or fill a need, and we give them our money in exchange. Despite the benefits of a free market, not every business solves a problem well, and just like people, they can create more problems than they solve.

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2023 Second Quarter Review & Outlook Thumbnail

2023 Second Quarter Review & Outlook

During the first half of 2023 financial markets defied the chorus of forecasters who anticipated that crippling interest rates would soon lead to earnings declines, recession, and investment losses. Overall, investors enjoyed better than usual returns despite relentlessly negative media headlines.

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The Invisible Work of Women Thumbnail

The Invisible Work of Women

Last weekend my wife and I hosted a dinner for another married couple and their two young boys. For me, it's the holy grail of family friendships because all the sub-groups get along great: Our kids are buddies, our wives are longtime pals, and the husband and I enjoy each other's company.

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2023 First Quarter Review and Outlook Thumbnail

2023 First Quarter Review and Outlook

The first quarter of 2023 generated positive returns for both stock and bond investors despite turmoil in the banking sector and the failures of Credit Suisse, Silicon Valley Bank, and Signature Bank. Inflation has drifted lower and the Federal Reserve has begun to tone down its hawkish language, suggesting an easing of monetary tightening with fewer and smaller interest rate hikes in the future. Corporate profits have remained strong, and the employment market has been surprisingly robust in the face of a gradually slowing economy.

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It’s Voting Season for Investors Thumbnail

It’s Voting Season for Investors

Proxy season is the time of year when companies hold meetings to elect new board members, approve executive pay, and address the concerns of shareholders. For investors who care about the social and environmental impacts of their investments, this is an opportunity to influence company behavior for the better.

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