What may be going on with inflation.
Small Cap Class Reunion: Where Are They Now?
The 4 Most Common Reasons Families End Up in Probate Court Even Though They Had a Trust
Singled Out: Historical Performance of Individual Stocks
Single stocks have a wide range of returns. Only about a fifth of stocks survive and outperform the market over 20-year periods.
They delist at a high rate, even those that have been around for a long time and have outperformed the market for 20 years.
The chance of any single stock outperforming the market in the future is not meaningfully different when conditioning on its past performance.
The Long Term Approach
Q1 2022 Market Commentary & Performance Report
A Little Wisdom about Inflation
How to Fund a Trust & Advice on How to Implement and Maintain a Trust
As with many topics in the financial planning space - estate planning is often misunderstood and not managed well. Many attorneys are great about creating and getting paid for the initial legal work - but most are not willing to hold you accountable to fund, maintain and update the trust over time. Often the attorneys themselves have no business succession planning to make sure you’re taken care of if something happens to them. If those tasks are not done, or the attorney has no succession planning in place, the trust may not do what you wanted at the time it is most needed!