The Modern Investor
Written by Human Advisors, for Human Investors
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Author
Category
- Annual Letters 1
- Bonds 8
- Business Owners 2
- Cash Management 6
- Economy 7
- Education Planning 3
- Executive Compensation 1
- Financial Planning 10
- Forecasting 6
- Housing 2
- Interest Rates 1
- Investing 38
- Legacy Planning 1
- Market Data 7
- Quarterly Commentary 4
- Retirement Plans & Planning 15
- Risk Management 1
- Stocks 19
- Tax Planning 14
Where Trump Accounts May Fit in a Family Savings Strategy
Trump Accounts may be worth understanding, especially for families eligible for the federal seed contribution. But they should be evaluated alongside 529 plans, Roth IRAs, custodial accounts, taxable accounts, and the family’s broader plan.
Should You Rent Out Your Home During the World Cup?
Thinking about renting out your Kansas City home during the 2026 World Cup? This article walks through the legal, tax, insurance, and practical tradeoffs so homeowners can evaluate whether the opportunity is actually worth the hassle.
The Right Time to Get Financial Advice Is Usually About Complexity, Not Net Worth
Hiring a financial advisor is usually less about hitting a certain net worth and more about reaching a level of financial complexity that is harder to manage well alone. This article explains the planning signals that often matter most, from taxes and equity compensation to retirement timing, business demands, and follow-through.
Is the Market Flashing Caution Signs? Three Observations
Investors in “balanced” portfolios just had their second-best start to a year since 2001. At the same time, cash is cool again for millions of investors. Considering the rebound in stock and bond prices this year, here are three observations for people considering moving from cash back into stocks and bonds.
Five Strategies for Maintaining Control of Your Career and Lifestyle
Several economic factors have created profitability headwinds for many employers. Inflation has waged war on profitability. Higher interest rates have increased corporate borrowing costs. These factors along with a workforce that is increasingly valuing work-life balance have the potential to make firms less profitable. In many cases this causes CEOs and CFOs to take a careful look at their most important and largest investment: their people.