Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym!   This year, the varsity girls team kicked off our season by winning the preseason tip-off tournament and

No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest when you’re supporting kids or helping aging parents, building your own

What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks––when you buy a stock, you become a part-owner of a company.

The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them:   File your taxes – the deadline has been extended from the traditional April 15th […]

March Madness is here, it is the season of surprises (we’re looking at you, Oral Roberts University…thanks for busting everyone’s brackets…).  The members of Yakel family spent the weekend alternately crowing in victory or complaining in defeat, as our family bracket competition got heated…   Ben’s

Investing has been front and center this past month with the ongoing Reddit/GameStop/Robinhood saga all over the news:   In a Yahoo Finance poll, 28% of investors polled admitted to buying one of the stocks in the news—AMC was the most purchased stock, with 10% of polled investors buying shares in January:

For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis on this subject.   […]

Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why We Don’t Market-Time Elections While

When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders dividends every quarter. Investors