Open Window's Insight Articles

An illustrated world review of selected capital market results in 2021.

While the common house cat might not be your first pick when thinking of animals to model your financial planning and investment styles after, your favorite furry friend has several qualities that might be beneficial to your finances.

There are three certainties in life: death, taxes, and change. Here is an in-depth review of some of the tools and techniques we can use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).

Simply staying invested helps outpace the impact of inflation over the long term.

Did you know there is a difference between "good" and "bad" inflation? Although inflation forecasts remain as fuzzy as ever, here is how investors can best prepare for whatever may happen next.

Are low interest rates here to stay? After analyzing 800 years of real interest rates, a working paper from the Bank of England seems to say so.

The investment instructions below are essentially identical to certain instructions I’ve laid out in my will. It is what I believe is best for my family's investment assets after I am gone.

The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival… But you also can come through in fine shape and you can even flourish in the jungle—if you learn the rules, adapt them for your own use, and heed them.

Without a solid investment approach and a commitment to staying the course, investors might find it difficult to remain on track, especially in challenging times.

On the path to investment success, understanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs.

Cryptocurrency - Bitcoin, Ethereum, Litecoin - has a number of promising possibilities. Human ingenuity is always a marvel to behold. But like any relatively new, highly volatile pursuit, it entails considerable risk.

Have you been keeping up with the breaking news about GameStop and all the other red-hot trades of the day? Here’s a synopsis (to date), and what it means to you as an investor.

GameStop (GME) made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. Are you considering making changes to your portfolio as a result?

An illustrated world review of selected capital market results in 2020.

Should you rely on the prediction of the economist or the toss of a coin? The answer seems obvious, but it isn’t.

Among the many uncertainties of 2020 is a particularly controversial presidential election. Perhaps there exists is a pattern in past elections that can make this election less uncertain?

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.

“The first half of 2020 should remind us that investing isn’t about conquering markets; it’s about mastering ourselves.”

It is not particularly unusual for the market to be concentrated in a handful of stocks. The extraordinary performance of FAANG stocks over the past decade are leading some to wonder if we should expect these stocks to continue such their strong performance going forward.