Why the long term future for stocks is (almost) always a bright one

TLDR/Summary Cynicism, perpetuated by the financial media, has unfortunately become a somewhat fashionable worldview. When objectively analyzed, however, cynicism not only robs you of what is arguably an indispensable ingredient for happiness in life – hope for the future – but also of wealth. By understanding the wealth-creating mechanics of Continue Reading

What is direct indexing?

Summary/TLDR Direct indexing is a strategy of index investing that is more customizable and, if utilized by investors with certain characteristics, more tax-efficient than index investing through an index fund. The higher costs and account minimums associated with direct indexing, however, only make them a good fit for certain investors: Continue Reading