The Proactive InstructorArticles

START THE NEW YEAR OFF RIGHT

January 7, 2022

START THE NEW YEAR OFF RIGHT At the end of every December, we celebrate and hope for a healthyand prosperous new year, but we never know what to expect. Thepast…

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INFLATION: AN UNFORTUNATE
SYMPTOM OF A GROWING
ECONOMY

December 22, 2021

INFLATION: AN UNFORTUNATESYMPTOM OF A GROWINGECONOMY Even though COVID-19 remains a part of our lives and will likely behere for quite some time, many Americans have learned to live withthe…

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THE NEW INFRASTRUCTURE
BILL PRESENTS OPPORTUNITIES
FOR INVESTORS

December 10, 2021

THE NEW INFRASTRUCTUREBILL PRESENTS OPPORTUNITIESFOR INVESTORS Congress recently passed the $1.2 trillion Infrastructure Investmentand Jobs Act, including the largest transportation spending packagein U.S. history.1The legislation authorizes funding for a wide…

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WHAT IS SYSTEMATIC
FIXED-INCOME INVESTING?

November 12, 2021

WHAT IS SYSTEMATICFIXED-INCOME INVESTING? Given the current environment of stubborn inflation and a frustratedlabor market, the overall environment does not bode well for higherinterest rates for fixed-income investors. In September,…

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SPOTLIGHT: TAXES AND YOUR
PORTFOLIO

October 29, 2021

SPOTLIGHT: TAXES AND YOURPORTFOLIO Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help reduce your tax bill on investment gains and income — all…

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WOMEN AND WORK: THE PATH FORWARD

October 18, 2021

WOMEN AND WORK: THE PATH FORWARD As U.S. employers desperately seek workers, millions of mothersremain on the sidelines due to health safety concerns, schoolquarantines and the fact that child care…

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AGE-INDUCED DISABILITY:
FINANCIAL, RETIREMENT &
ESTATE PLANNING

October 1, 2021

AGE-INDUCED DISABILITY:FINANCIAL, RETIREMENT &ESTATE PLANNING The odds are strong that you’ll live long enough to need caregivingassistance. The U.S. Administration on Aging reports the followingstatistics for a 65-year-old couple:• 72%…

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WORKING TOWARD THE
NET-ZERO ECONOMY

September 17, 2021

WORKING TOWARD THENET-ZERO ECONOMY Scientists attribute extreme weather events all over the world to aglobal warming trend. Since the late 19th century, the average globaltemperature has increased by 2 degrees…

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CRYPTOCURRENCIES: A PRIMER

September 3, 2021

CRYPTOCURRENCIES: A PRIMER On March 12, the price of Bitcoin cryptocurrency reached over$61,000, posting what amounts to a 300% annualized returnover the past 10 years.1The reality of this complex and…

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ARE YOU SURE YOUR ASSETS
ARE DIVERSIFIED?

August 20, 2021

ARE YOU SURE YOUR ASSETSARE DIVERSIFIED? The theory of diversification is that by spreading out investedassets among a wide variety of holdings, an investor can helpreduce the chances of losing…

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