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Blog

Annuities…The Good, the Bad and the Ugly

Too often, I’ve heard this all-too-familiar story. A client brings in an annuity policy to review, either for themselves or a family member. They bought it to create a steady...

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Blog

An Integrated Investment Plan Is Key

Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity risk, and...

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Blog

Europe’s SPIVA Results Are Nothing New

Earlier this week, I provided some highlights of from the S&P Dow Jones Indices Versus Active (SPIVA) 2016 U.S. Scorecard. Today we’ll look at the SPIVA Europe Scorecard, which compares the performance...

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SPIVA Survey Continues Passive Winning Streak

Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecards, which compare the performance of actively managed equity funds to their appropriate index benchmarks. For...

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Financial Spring Cleaning: Life Insurance Audit

So much of the maintenance of our personal finances falls into the category of “boring, but important.” But when it comes to life insurance, our subconscious resistance to the topic...

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What Does It Mean to Be a Fiduciary to Your Employees?

Being the fiduciary of a retirement plan for your employees is a huge responsibility. A desire to take care of loyal employees in retirement and the need to attract good...

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Blog

Political Biases Can Impact Your Investing

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief,...

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Don’t Be Distracted By Gold’s Glitter

Perhaps fueled by the election of Donald Trump, once again we are hearing and reading stories about investors flocking to gold as both a safe haven and an inflation hedge....

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Investment Horizons During Retirement

Life is all about balance. You want to enjoy life along the way, but it’s also vital to set aside resources for days that lie ahead. Successful retirement planning means...

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The Rules of Prudent Investing

The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their financial goals.

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Yield vs Total Return

Many investors, including retirees, rely on their investment portfolio to fund their cash needs. This need can be approached in one of two ways.

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Indexing vs Evidence-Based Investing

Evidence-based investing involves buying and holding market components, whereas an active investor or fund manager tries to pick the next winning stock or time where the market is headed next.

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A Vote for Small Cap Stocks?

Average returns for US small company stocks historically have been higher than the average returns for US large company stocks. But those returns include long periods of both strong and weak relative performance.

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Advisor Byline: 2016 Market Review

In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. Many investors may not have expected global stocks and bonds to deliver positive returns in such a tumultuous year. 

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Prediction Season

Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market.

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New Market Highs and Positive Expected Returns

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the Standard and Poor's 500. When markets hit new highs, is that an indication that it’s time for investors to cash out?

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A Look Back at 2016

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?

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The Active-Passive Powerhouse

The fastest growing major mutual-fund company in the U.S. isn't strictly an active or passive investor. It is both.

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Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

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Brexit — Our Perspective

Britain’s decision to exit the European Union has brought with it all the expected trappings of a significant news event.

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Quick Take on Fixed Income

Can it be appropriate to buy out-of-state bonds?

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Recent Market Volatility

Recent Market Volatility

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Crude Oil and Financial Markets

Crude Oil and Financial Markets

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2016: 10 Predictions to Count On

The New Year is a customary time to speculate. In a digital age, when past forecasts areavailable online, market and media professionals find it harder to hide their blushes when their financial predictions go awry.

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Weather vs. Climate

Investors can feel that they are not properly informed about the financial world unless they have checked daily, or even hourly, on how the Dow, FTSE, or Nikkei have moved in the intervening period.

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The Seven Roles of an Advisor

Advisors have unique insights into market direction that give their clients an advantage.

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MasterChef of Investing

From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go wrong.

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Living with Volatility, Again

Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way.