How Big is the US Stock Market?
Posted by Nathan Beauvais, EA, CFP® on Thu, 01/20/2022 - 16:00
Most people are aware of the fact that the US stock market is the largest in the world. That has been true for a very long time. But how big is it compared to the US economy? In this blog post we consider a different kind of inflation: the rise of the US equity market's role in our own lives.
Investing in Your Own Company
Posted by Nathan Beauvais, EA, CFP® on Thu, 01/06/2022 - 14:51
Establishing objective "guardrails" can be crucial to avoiding common biases. In this blog post we consider the risks when purchasing shares in a company you work for.
Posted by Nathan Beauvais, EA, CFP® on Wed, 12/15/2021 - 16:13
Value is all about perspective. What something is worth will depend on multiple factors. A $20 bill is worth $20 and will always be worth $20, but what is $20 worth? That all depends on who you talk to. In this blog post we consider the not-so-simple concept of intrinsic value.
Posted by Nathan Beauvais, EA, CFP® on Thu, 11/18/2021 - 16:14
For investors, in almost all situations tax-free beats taxable, which is why so many love Roth IRAs. But there's a big difference between contributing to a Roth IRA and converting to one. In this blog post we discuss the pros and cons of Roth conversions.
The Required Minimum Distribution
Posted by Nathan Beauvais, EA, CFP® on Tue, 10/26/2021 - 16:09
At some point along the journey you will be required to withdraw some money from your retirement account. In this blog post Nathan explains why, and how to keep the money working for you if you don't need it.
History of Money Market Funds
Posted by Nathan Beauvais, EA, CFP® on Thu, 10/14/2021 - 09:58
Today, money market funds are nothing investors get excited about, but that wasn't always the case. In fact, they first arrived on the scene with great fanfare.
Book Review: "Don't Fall For It: A Short History of Financial Scams"
Posted by Nathan Beauvais, EA, CFP® on Tue, 09/28/2021 - 14:16
In this blog post, Nate shares his thoughts on Ben Carlson's entertaining book, Don't Fall for It: A Short History of Financial Scams.
Three Things Before You Retire
Posted by Nathan Beauvais, EA, CFP® on Tue, 09/14/2021 - 10:00
It just may be the biggest decision of your life, and there will be many things to consider before you retire. Here are three things almost every pre-retiree will have to think about before making their transition.
Posted by Nathan Beauvais, EA, CFP® on Fri, 09/03/2021 - 10:48
In 1990 the energy sector represented 13.5% of the S&P 500. Today that number sits at 2%. Fossil fuel companies are in uncharted waters and the seas don't appear to be getting any smoother. In this blog post we examine where they've been and where they are headed.
The Transitory Debate
Posted by Nathan Beauvais, EA, CFP® on Fri, 08/13/2021 - 11:10
There has been a lot of talk in the financial press lately about inflation. Is it here to stay or is it transitory? In this blog post, we examine both sides of the debate.