January lulled investors into hoping that 2018 would be as calm and profitable as 2017. February has provided a jolt.

Blockchain appears to be a wonderful technology that may eventually yield tremendous economic and societal value. No matter how Bitcoin’s story unfolds, it will be an interesting study in FOMO, markets, and psychology.

In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and profited.  

Filers who itemize in 2017 but will take the standard deduction in 2018 can benefit by making tax-deductible outlays at the end of 2017.

Financial planning blogger put together the best analysis we've read on the House Republicans' proposed tax law changes.

In September, we visited the offices of Capital Group in downtown Los Angeles. Capital Group manages $1.4 trillion, making it the second largest mutual fund family after Vanguard.

On occasion, a record will pivot to a steep decline (1987, 2000, 2007). However, relative to the frequency of highs, steep slides are rare. Selling stocks upon a new high is much likelier to mean foregone gain than foregone pain.

Sadly, data breaches are now common. The Equifax hack is receiving news coverage because of how many are affected and the irony of a credit reporting agency exposing clients to identity theft.

Bay Area natives have vivid memories of the tech bubble that burst in 2000. With mind-boggling house prices, cranes overtaking the S.F. skyline, and traffic popping up at any hour anywhere, it’s natural to wonder whether we’re reliving the turn of the century.

In 2016 and especially in 2015, a strengthening dollar detracted from U.S. investors’ international stock returns. This year, the opposite has happened. Historically, during periods when international stocks outperform U.S. stocks, a weakening dollar has been a major driver of returns.