by Thad Gilliam | Jul 12, 2024 | Investments, Uncategorized
The growth of passive investing has been a huge boon to everyday investors since it began in the 1970s. The main idea of passive investing: Since it is very difficult to consistently outsmart the collective wisdom of the market, then it pays to “trust”...
by Thad Gilliam | Aug 3, 2023 | Uncategorized
We are about a month away from the TD Ameritrade/Schwab merger. For clients with accounts at TD Ameritrade, you can go ahead and confirm/create your Schwab Alliance login credentials. By doing this now, you’ll automatically have access to your Schwab accounts on...
by Tracie Handberg | Jul 13, 2023 | Insurance, Uncategorized
My family has lived in the same house for 20 years. During this time, 2 of the 800 houses in my neighborhood have been completely destroyed by fires caused by lightening. Our house backs up to a wooded area that is susceptible to fire. I’m a bit of a natural worrier,...
by Thad Gilliam | Mar 18, 2023 | Investments, Risk Management, Saving, Uncategorized
Many of you have seen the headlines this week about Silicon Valley Bank’s collapse and that some other banks (namely First Republic and Credit Suisse) are in trouble. I thought it would be helpful to give you a brief overview of why SVB failed and if it has an...
by Thad Gilliam | Nov 1, 2022 | Uncategorized
I’ve often written about the dangers of timing the market. See this article for how I liken it to catching a falling knife. In that post, I describe how investors who get out (often near the bottom) may miss out on the substantial returns that have historically...
by Thad Gilliam | Oct 14, 2022 | Investments, Retirement, Risk Management, Uncategorized
I often tell people that timing the market is akin to trying to catch a falling knife. You might get lucky and grab the falling knife on the handle. Or you might get unlucky – grab the knife on the blade and end up in the hospital. In a nutshell, we know that...
