Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Articles of interest
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Five for Friday – October 9, 2026
Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Rethinking the Fed's Balance Sheet
Federal regulators are reconsidering rules that could give the Fed greater flexibility to reduce its balance sheet.
Five for Friday – October 2, 2026
Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?