David Gardner: Is the bucket investment strategy right for you?
Over the last few years, so-called bucket investment strategies have received increased attention by researchers and investors alike. It may be that it could work well for your portfolio.
David Gardner: Is the 60/40 portfolio dead?
In the wake of last year’s challenging investment environment, some market watchers are asking if the 60/40 portfolio is dead.
David Gardner: Ukraine and your finances
It’s hard to take our eyes off the stirring scenes from Ukraine as its people fight for their country’s sovereignty and democracy. Supporters around the world have been funding the...
David Gardner: Don’t wait for a disaster like the Marshall Fire to talk to your insurance agent
As we hear stories of the lost homes from the Marshall Fire, the pattern is clear. Most of us are underinsured when it comes to homeowners and renters policies.
David Gardner: How to navigate insurance, aid and taxes amid wildfire disaster
Our community is hurting again, suffering through the wake of the most destructive fire in our state’s history. We mourn the likely loss of two lives.
David Gardner: How to use your IRA for charitable giving
The primary purpose of an IRA for most investors is to provide cash flow once they’re no longer working. Funds withdrawn from your traditional IRA are generally subject to federal...
David Gardner: How the election will affect your taxes
If taxes may be going up, what strategies should we put in place?
Dave Gardner: Should you be a factor investor?
If you’re an engaged investor, you’ve probably noticed the recent flood of factor-based investments. Factor investing started out as a relatively obscure set of strategies largely used by professional managers....
Dave Gardner: Covering your next trip during the coronavirus pandemic
With talk of possible vaccines for the novel coronavirus by the end of the year, you may look forward to travelling farther afield than the hiking trail down the street.
David Gardner: Three ways to get back into the market
In today’s volatile market, how should we move from a defensive posture without buying stocks at the top? Here are three strategies to get you invested.