Is a bull market on the way?

There are plenty of way to tell that a bear market is starting to turn around—but with the economy at large as topsy-turvy as it has been lately, nothing is for cert...

D.R. Barton

December 5th, 2022 - 2 min read

Is it time to abandon crypto?

This is a perfectly reasonable question to ask yourself. Quick recap: FTX’s collapse makes clear the massive negative impact of human shortcomings (logical, ethical,...

D.R. Barton

December 1st, 2022 - 4 min read

We built a better way to research assets

From the jump, we created Finiac to help individual investors build better portfolios. So, naturally, we started with a killer portfolio-building experience: At-a-gl...

Dan Muse

November 28th, 2022 - 4 min read

The Thanksgiving Market Rally

It’s been 233 years since George Washington first encouraged Americans to take “a day of public thanksgiving and prayer” on Thursday, Nov. 26, 1789 — which, if you’r...

D.R. Barton

November 21st, 2022 - 3 min read

The Presidential Cycle

“There are three kinds of lies: lies, damned lies and statistics.” — Mark Twain, misattributing Benjamin Disraeli The mid-term U.S. congressional election is behind ...

D.R. Barton

November 14th, 2022 - 4 min read

RiskSmith Update: October 25, 2022

Hi there, Another strong Monday yesterday (S&P 500 ⬆️ 1.2% | DJIA ⬆️ 1.3% | Nasdaq ⬆️ 0.9%) — but as usual, we’re taking a broader view (it’s kind of our brand¹). S...

Dan Muse

October 25th, 2022 - 3 min read

RiskSmith Update: October 17, 2022

With the markets closed (S&P 500 ⬆️ 2.7% | DJIA ⬆️ 1.9% | Nasdaq ⬆️ 3.4%) we can officially say it: today was a good day to be an investor. We like to call it out wh...

Dan Muse

October 17th, 2022 - 2 min read

Article

Why the “Jumbo Fed Hike” Means More Market Volatility

Our co-founder, Dr. Richard Smith, talked about last week’s “jumbo Fed hike” and its effect on the economy overall. Enjoy the excerpt from the conversation above; tr...

Dan Muse

October 15th, 2022 - 3 min read

Investor, Know Thyself

Last week we outlined a strategy for independent investors called 7 Principles of Successful Investing. Try as we might, we couldn’t fit it all into one post, so we’...

Dr. Richard Smith

October 14th, 2022 - 3 min read

Believe in What You Buy

... but make sure someone smarter than you believes in it, too This article is part 2 of the series 7 Principles of Successful Investing. Jump to: Principle № 1 In t...

Dr. Richard Smith

October 14th, 2022 - 5 min read

Know When to Sell Before You Buy

One question causes more investing anxiety than any other: “When do I buy/sell??” Here’s the answer. This article is part 3 of the series 7 Principles of Successful ...

Dr. Richard Smith

October 14th, 2022 - 3 min read

7 Principles of Successful Investing

Investing guides are filled with hype. Most aren’t worth your time. Instead of adding to the noise, today we want to offer concrete strategies for building long-term...

August 15th, 2022 - 7 min read