Estate Planning for the Uninitiated

Estate Planning for the Uninitiated – By Anne Tergesen, Wall Street Journal – 3/29/2019 Gary Altman, an estate-planning attorney in Rockville, Md., recently had a client turn to her brother-in-law to cover bills after her husband died. The client had plenty of money, but she couldn’t readily access it because some of the accounts were…
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Trading Volume – The very important last 30 minutes

The 30 minutes that have an outsides role in the US stock trading – Financial Times, Robin Wigglesworth. April 24,2018 The increasing concentration of buying and selling of US stocks in the final 30 minutes of the day has some investors calling for a shorter trading period to help limit the market’s growing operational risk….
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How to Use ETFs for Factor Investing – Barrons

How to Use ETFs for Factor Investing By Lewis Braham May 3, 2019   Financial planner Robinson Crawford has invested his entire individual retirement account in just four exchange-traded funds tracking cheap stocks as well as hot ones in the U.S. and overseas. His logic: Academic research indicates that stocks possessing value and momentum qualities,…
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