It has been a rough start to 2022, and as quarter numbers are finalized, they are just confirming how rough it has felt for all investors:   Source: Bloomberg, FactSet, FTSE Russell, MSCI, NAREIT, Standard and Poor’s, JP Morgan Asset Management.   The only thing that is positive in 2022 so far is energy

When thinking about the blog topic for the day, the only thing that seemed appropriate to write about is the ongoing conflict in Ukraine and the economic fallout seen in the market over the past few weeks.  Heavy topics to take on in a short blog post, so please excuse the length of this one. […]

In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its stock 20–1. That means that for every 1 share of Google an investor owns, after

If I didn’t address the elephant in the room, I feel as though I’d be doing our weekly blog a disservice .  And for anyone who has turned on the television, radio, or news recently, I am almost 100% certain you know what I’m referring to ….  we are 15 trading days into the year […]

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 […]

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