09/07/2026
16 Financial Moves to Make Before the End of the Year -
16 Financial Moves to Make Before the End of the Year
It’s almost 2018… do you have a customized financial plan to help you reach your goals and dreams? Although we can all think of more exciting ways to spend our time, in a world of lower returns and higher inflation, organizing our financial future will pay huge dividends in the long run. We reco...
07/29/2026
Global Equity vs. G7 Government Bond Real Total Returns (OECD and Bloomberg, 2026)
https://ow.ly/9Q9B50Zutvz
07/24/2026
Interested in SpaceX? What History Says About Mega IPOs (FactSet Research Systems Inc, 1999-2026)
https://ow.ly/C3UZ50Zsj2r
07/21/2026
Institutional Investment Management Hire/Fire Decisions (The Journal of Finance, 1996-2003)
https://ow.ly/ykfs50ZqKEH
07/17/2026
U.S Margin Debt (FRED, FINRA, Financial Fables, 2025)
https://ow.ly/bC6x50ZoF7w
07/16/2026
The Most Visited Cities in the U.S. (ITA National Travel and Tourism Office, 2024)
https://ow.ly/V2X350ZogUA
07/12/2026
Stock, Bond & Cash Real Returns (Ritholtz, 1928–2025)
https://ow.ly/Stgg50ZmFYt
07/12/2026
S&P 500 Inflation-Adjusted Returns (D. Runkevicius, 1930–2025)
https://ow.ly/BV6Q50ZmFY0
07/12/2026
Small Cap Outperformance Cycles (B. Palmer)
https://ow.ly/FFsw50ZmFXF
07/11/2026
Tech IPO Stock Returns by Holding Period (B. Palmer)
https://ow.ly/tg6z50ZmBwB