Investment Returns
First Quarter Investment Review
Despite many mixed signals about the health of the economy, the first quarter of 2023 generally saw some positive developments for both domestic and global
Category: News & Events
Investment Returns
What Can We Learn About Investing from March Madness?
Every year in mid-March millions of Americans flock to their televisions to watch dozens of games in the NCAA men’s basketball tournament. March Madness is
Financial Planning
When Banks Fail, What Can You Bank On?
Successful investors can more easily ignore that urge and the noise that comes from day-to-day market movements, knowing that planning for what can happen is a more powerful strategy than trying to anticipate and predict what will happen next.
Investment Returns
2022: The Year in Review
From the onset, 2022 was a very challenging year for investors and financial markets alike. As global economies shrugged off the malaise of the coronavirus
News & Events
The Consolidated Appropriations Act
After months of debate between Democrats and Republican lawmakers concerning additional economic stimulus relief, Congress passed what many are referring to as the “Coronavirus Stimulus
News & Events
Lessons from Newton’s South Sea Bubble Disaster
If I were to postulate that Sir Isaac Newton (1642 – 1727) was one of the most brilliant minds the human race has ever seen,
News & Events
Retirement University™ Fall 2015 Schedule
School is back in session everywhere across the US, and that means it is time once again for Retirement University™. This fall we are offering
News & Events
Calculated Risk Beats Inflation’s Wealth Erosion
by Michael Gordon, The Suit Magazine If there is one trend that has remained constant since the nation’s emergence from the Great Recession’s market corrections
News & Events
Pioneer of Passive Investing, Eugene Fama Wins Nobel Prize
Clients of Bollin Wealth Management LLC who follow Dimensional Fund Advisors (DFA) mutual funds in the news may have recently seen some exciting news about
News & Events
Government Shutdown Provides More Treats than Tricks
It had all the makings of a great investment horror story, especially since it was occurring in the month of October. The showdown between Democrats