| You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Retail investors often do the wrong thing at the wrong time. But this year, they have been mostly correct in their bearish view. In the chart below, you can see that for most of 2022, individuals have had little confidence in the stock market. |
| Warren Buffett has one of Wall Street’s most famous quotes about contrarian investing. He suggested investors “be fearful when others are greedy and greedy when others are fearful.” So is it time to be greedy, or is it best to remain fearful? When we created your portfolio strategy, we anticipated there would be periods of market volatility. With your investing dollars, we’re not looking to time the market based on sentiment. Instead, we want to help you pursue your goals based on your time horizon and risk tolerance. |
Gifting Money to Children: Tax Rules, Limits, and What Families Should Know in 2026
Balaji Rao MBA, CPFA
September 3, 2026
Giving kids money can help with education, first home or early investing. But the tax treatment depends on how much
