The Cost of Timing the Market
Markets have come down a bit from all-time highs, but the S&P 500 index is still up over 17% this year. Since March 23rd of 2020, the S&P 500 is up over 55%! For all investors, intense rallies like this beg the questions: Is now a good time to put
Investing Lessons From the Birthday Paradox
I was recently with a group of friends, and we were astonished to learn that two pairs of us had shared birthdays – out of 10 people! We were all blown away by this and assumed that the likelihood of even one pair of us having a matching birthday would be close
Do I Need a Will? What About Life Insurance?
Estate planning and personal risk management are usually not dinner table topics. And if there is going to be a conversation about personal finance among friends and family, these days a betting person would guess Dogecoin or AMC’s stock price would come up before wills or life insurance. That’s okay,
Spring Is in the Air but Your Tax Planning Shouldn’t Have to Be
For many, spring is one of the best times of the year – mostly because of melting snow and warm sunshine, and less so because of tax filing. Throughout 2020, Boardwalk actively adjusted tax recommendations for each of our clients’ specific needs in response to the CARES Act, portfolio tax-efficiency,
How Much Does Your Attention Impact Your Finances?
Many of the most recent breakthroughs in financial research have been discovered by psychologists rather than economists or investment researchers. The branch of study they’ve pioneered is known as “behavioral finance.” This was evidenced in 2002, when the Nobel Prize in Economics was given to psychologist Daniel Kahneman. The insights gained from research in behavioral
