Insights

Ask Buckingham: What does the GameStop Debacle Mean for my Investment Strategy?

February 1, 2021 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: How Will the Newly Signed Covid Stimulus Bill Impact Me?

December 28, 2020 – Featuring Jeffrey Levine From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

For Every Buyer there must be a Seller

November 20, 2020 – Larry Swedroe The greatest advantage from gambling comes from not playing at all. — Girolamo Cardano, 16th-century physician, mathematician and quintessential Renaissance man ◊ This tale is part of  LARRY SWEDROE’s Investor Tales series. Like all the tales, unless otherwise specified, they are hypothetical examples designed to educate the reader on…

Ask Buckingham: Is there any Danger to this Tendency towards Compartmentalization in our Investing?

December 2, 2020 – Featuring Meir Statman From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

A Cautionary Tale about Chasing Performance

Larry Swedroe My 2007 book Wise Investing Made Simple: Larry Swedroe’s Tales to Enrich Your Future contained 27 tales whose goal was to educate investors about important investment concepts and strategies. This article is in the spirit of those tales.   That’s what diversification is for. It’s an explicit recognition of ignorance. — Peter Bernstein   In…

2020 Year-End Tax Planning

October 12, 2020 – William Morgan Clearly, 2020 has been a year unlike any other. The coronavirus pandemic and its impact on health and the economy has forced a lot of people to reassess their priorities and the financial life decisions tied to them. For some that means establishing or replenishing an emergency fund. For…