The Major Retirement Planning Mistakes

  • January 24, 2018

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as…

2017 Market Review

  • January 16, 2018

Click below to download the complete copy of our 2017 Market Review, which features annual performance of the global equity and fixed income markets.

What Should Investors Make of Bitcoin Mania?

  • December 19, 2017

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money,…

Fear Must Not Inhibit a Financial Strategy

  • December 11, 2017

Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question their investing approach. If they overreact to it, they may sell low now and…

Your Year-End Financial Checklist

  • November 21, 2017

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year…

Key Questions for the Long-Term Investor

  • November 14, 2017

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not…

Enjoy the Rally, But Prepare for the Retreat

  • October 30, 2017

Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds…

The Uncommon Average

  • October 26, 2017

The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see…

The Pros & Cons of Roth IRA Conversions

  • October 18, 2017

If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is an assumption behind every Roth IRA…