Open Window's Insight Articles

A report on the rising popularity of direct indexing - what it is and how it works, and if might serve as a solution for managing a prudent portfolio.

In part 3 of our 3-part series covering concerns about interest rates (part 1), inflation (part 2), and what these influences mean to you we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?

If you've been reading the daily headlines—watching markets stall, recover, and dip once again, you may be wondering whether there’s anything you can do to avoid the motion sickness. Surprisingly, when it comes to your life savings, "unpredictability" isn’t usually your biggest threat… attempting to avoid it is.

Over the last 50 years, the average "bear market" lasted 11 months and declined more than -30%. But, the average experience is far from typical, as the enclosed image shows.

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Let’s fill in some of the blanks.

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.