Why a Stock Peak Isn’t a Cliff
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
A Closer Look at Charitable Giving
Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.
All-Time-High Anxiety
Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.
PBMares Wealth Management Named Top 150 AUM Firm by Accounting Today
PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry.
Family Love Letter Bridges the Gap Between Generations
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Are Concerns About Inflation Inflated?
With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.