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Blog

Estate Planning: An Ounce of Prevention, a Pound of Cure

There are no crystal balls to tell us when our time on earth will be up, but some people do experience close calls. These instances are jolting reminders that while...

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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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The Antidote To Stock Market Hysteria

Just for fun, Google the words “market pullback.” There are over 2.2 million results–most of them market predictions–and the first page of results is dominated by calls for an imminent...

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Understanding Medicare Options and Late Enrollment Penalties

Overview: Enrolling in Medicare can be overwhelming. The following looks at enrollment periods for different coverage options. Medicare health insurance is a dense topic. Each of the various options have...

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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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How to Make the Most of Working with a Financial Advisor

As someone who has long made a living as a financial advisor, I have an inherent bias toward retaining one. I even have one myself, because I believe personal finance...

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Who Will Raise Your Kids If You Can’t

Who will raise my kids if I can’t? This is a huge and unthinkable question. So it’s no wonder that I frequently hear a multitude of excuses from family, friends...

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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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Empowering Your Loved Ones With Knowledge

When a partner passes away or becomes debilitated, it is emotionally shattering. If your loved one runs the household or handles finances and investments and doesn’t have records or written...

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Important Decisions: Appointing Trustees and Guardians

Life is hectic. Dealing with jobs, friends, family, and everything else you have on your plate contributes to that rapid pace. When you add children to the mix, it doesn’t...

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Make Beneficiary Designations With Care

When you opened your IRA account 25 years ago, whom did you name as the beneficiary? Is your ex-spouse still the beneficiary of your life insurance policy? If you can’t...

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Lessons from 2016

Every year, the market provides us with some important lessons on prudent investment strategy. Many times, the market will offer investors remedial courses, covering lessons that it has already delivered...

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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.