Blog

For decades, dividends were the hallmark of a solid investment—steady, reliable income that signaled a company’s financial health. But in the 1950s, a quiet revolution began as some companies started keeping their profits to fuel growth.

Most people understand the value of diversification (don’t put all your eggs in one basket). But there are levels to diversification, and knowing how diversified you should be depends on your own unique circumstances.

Today, the 5 largest companies in the S&P 500 make up nearly 28% of the total weight for the index, so what is behind this increase in market concentration? In this video blog post, Nathan explores how revenue and profit margins play in.

In our monthly charts video for September, Nathan talks us through the data on the record first half of the year we've seen for stocks, the impact of time in the market, inflation-adjusted credit card debt levels, and how the dropoff...

We've arrived at the half way point in the year, the perfect time to take a look back at how the markets have performed thus far and what we might expect going forward. Watch our latest video to learn more.

Two topics that have been on the forefront of peoples' minds this past year are interest rates and inflation. In this edition of our monthly charts video series, Nathan offers some perspective on the path of the 30 year mortgage, the...

A stock buyback, also known as a share repurchase, is a corporate action where a company buys back its own shares from the market. This process involves the company using its available funds to purchase outstanding shares, reducing the...

The labor markets have been surprisingly resilient following a pandemic and economic recession. In his latest video, Nathan digs into the data to show just how unique this moment is.

In our year end recap video, Nathan discusses how the mega-cap companies have driven the soaring stock market, and where we stand with bond and Treasury yields, retirement portfolio performance, commodities and the US dollar.

There is a misconception that personal finance requires a degree in math. In this blog post, we set out to bust this myth.

Since the end of the pandemic the US dollar has continued to strengthen, but whether a strong dollar is a good or bad thing depends on where you stand. In this month's video blog post, Nathan discusses the advantages and disadvantage...

As we stand one year out from the most recent market bottom, Nathan highlights the path of recovery for the financial markets, consumer prices, and more, in this month's video blog post.

As interest rates have risen lately, investments that offer a fixed rate of return have become increasingly attractive. But the long term impact of inflation must be considered when evaluating any guaranteed return.

Credit card debt recently reached an all-time high of $1 Trillion, but what does this mean in the context of our national economic health? In this month's video blog, Nathan breaks down the stats on consumer debt to help us put these...