Navigating the FinancialVerse with Harry N. Stout

Harry N. Stout, brings his over 35 years of practical financial industry experience to help you improve your financial knowledge.

Turning Concentration into Diversification with an Exchange Fund

With stocks trading at all-time highs, many investors are sitting on significant capital gains and may have positions that become untradable because of the potential tax implications. Whether the stock has appreciated over many years or accumulated as a company executive, dealing with a stock with a huge unrealized gain can become a good problem to have.

Fintech Founder Ramona Ortega Helps Multicultural Millennials with Money

Throughout her life, Ramona Ortega always noticed a racial wealth gap and decided to launch a fintech company to do something about it.

Wall Street strategists expecting a flattish market in 2020

This is one of my favorite posts to write every year as we get to look back on Wall Street predictions and see how they panned out. We have done this in 2014, 2015, 2016, 2017, 2018 and 2019 so it is a tradition to see which strategists did well and which missed the mark.

Last year, the strategists predicted a bull market for 2019 with an average target of +13%, 2995, for the S&P 500. This target looked especially bullish because of the December 2018 selloff, but it turned out that only Deutsche Bank's Binky Chada was bullish enough with a target of 3250 -- the S&P 500 finished at 3230.78. Brian Belski collects honorable mention with a target of 3150. Now let's take a look at their thoughts on 2020...

The Best of 2019 - Our Biggest Inspired Money Takeaways

 

We reflect on the most downloaded episodes of 2019 to see what we learned.

The Brave Art of Motherhood with Rachel Marie Martin

Rachel Marie Martin, mother of seven children, shares her story of severe financial hardship to regaining control of money and her life.

Adopting Kids from Overseas with Andrew Wang

We're excited to share Sarah Li-Cain's Beyond the Dollar podcast where she interviews Andy Wang about international adoption.

Tenets of Successful Business Leader and Football Coach Bill Courtney

Football coach Bill Courtney, whose extraordinary story was memorialized in the Oscar winning documentary Undefeated, shares his insights on business, money, and service.

Ethics in the Age of Information and AI with John Basl

John Basl, Associate Professor of Philosophy at Northeastern University, tells us why we need to think of ethics as currency in all areas including business, technology, and machine learning.

Building a Classroom Without Walls with Ai Addyson-Zhang

College professor turned entrepreneur, Ai Addyson-Zhang talks about how social media transformed her life and why she wants to change education as we know it.

IMPORTANT DISCLOSURE INFORMATION 

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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