Now is the time to contemplate the lessons from a holiday season marked by deep discounts; enthusiastic use of buy now, pay later; and consumers who worked to balance the desire to be generous with ...

2023 was a rather bad year. Not as bad as 2024 is likely to be, or as 2020 was. But bad. Nonetheless, we ought to learn from the bad as well as the good. So, in a spirit of reflection, I offer a few ...

Every year the markets provide us with lessons on prudent investment strategies. With great frequency, markets offer remedial courses covering lessons they taught in previous years. That’s why one of ...

Editor’s note: These responses were edited lightly for brevity and clarity. DJ Hill. CEO of Compass Surgical Partners (Raleigh, N.C.): Trend one of 2023 was the continued resiliency of the ASC market ...

Is 2023 a year to forget? That’s what we’re supposed to say after a tough year, right? In the case of the mortgage industry, 2023 was not a pretty one. According to the Thomvest U.S. Housing Report, ...

We knew that you shouldn’t fight the Fed with respect to your bond portfolio, but we also discovered that stock portfolios were very much directed by sentiment over what the Fed’s next actions might ...

Though their styles may diverge, all legendary investors have one thing in common: they’ve been humbled more than once over their long careers, realizing that the key to long-term success is to ...

If we don’t honestly review the lessons of the past, then we are likely doomed to repeat those same mistakes in the future. Not only is that foolish…but highly unprofitable….