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

This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]

If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most individual investors often ignore them

We just returned home from an epic road trip across Montana—we started in Glacier National Park in the north and worked our way to Yellowstone in the south.  The trip was a feast for the eyes—and many times, it was hard to take it all in.  The perspectives were so grand that it was hard […]