Tax Efficiency in Retirement

  • April 2, 2018

Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate….

Keeping This Correction in Perspective

  • February 12, 2018

Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion threatens to influence investment decisions. So…

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…