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Wednesday, February 1, 2017

Introduced by Harry Markowitz in the 1950’s, diversification is the concept of spreading your investment...

 

Monday, January 2, 2017

Year-end: a time for looking back, as well as looking forward. As it pertains to saving for retirement, year-end may be a good time to review one’s progress in saving for the future, while also considering strategies for saving...

 

Sunday, January 1, 2017

For many, qualified retirement accounts are the cornerstone of a secure and comfortable retirement. Effective retirement planning can help you retire with confidence. While employer sponsored plans such as 401(k) or 403(b) plans allow...

 

Tuesday, November 1, 2016

Developing a successful investment strategy requires constant monitoring of market trends. Read our quarterly market commentary and analysis for Q3 2016 to stay informed. Considering the looming US presidential election, mixed economic...

 

Monday, August 1, 2016

One of the key components of the Employee Retirement Income Act of 1974, Individual Retirement Accounts, or IRAs, were created as a means to help individuals save for retirement in a tax-advantaged way. Now known as “Traditional...

 

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Friday, July 1, 2016

A tidal wave is coming. Not from the ocean, but from the generational passing of wealth known as the “Great Transfer” that will see nearly $12 trillion transferred to the Baby Boomers from their parents. More massive,...

 

Wednesday, June 1, 2016

Who wouldn’t want to buy stocks when they’re cheap and sell them when their prices peak! But, if it were that easy, everyone would get in on the act. The truth is, timing the buying and selling of investments to coincide...

 

Sunday, May 1, 2016

For many of us, it may be difficult to think of growing older, but as a nation, we are indeed aging. Given the increase in life expectancies and the aging of the baby boom generation, it’s projected that by the year 2030,...

 

Friday, April 1, 2016

An investment’s performance is only as good as its after-tax return. That’s why tax efficiency is important to your overall portfolio strategy. Two Variables That Affect Your Tax Liability Your tax liability on an...

 

Tuesday, March 1, 2016

Are there causes and charities that you would like to fund or donate to while also helping to ensure that your family is taken care of after you’re gone? Fortunately, leaving a charitable legacy doesn’t have to mean that...

 

Tuesday, February 2, 2016

When you think of estate planning, what comes to mind? For many, the concept of estate planning evokes thoughts of high-net worth individuals and families, and their specialized needs for managing and distributing their wealth. While...

 

Friday, January 1, 2016

The freedom of choice. For most of us, it's as American as apple pie and the Fourth of July. As human beings, we crave choice; choice of color, restaurants, movies… you name it. Unfortunately, as much as we love choice, for some...

 

Tuesday, December 1, 2015

When Jay's motorcycle accident left him unconscious and on life support, his family had to make the difficult decision of keeping the life-sustaining machines on or turning them off and allowing Jay to die. Jay's wife thought he'd...

 

Sunday, November 1, 2015

Originally created as a means to supplement company sponsored pension plans, defined contribution plans, such as the 401(k) plan, have become one of the most important tools available to help today's employees save for a secure and...

 

Thursday, October 1, 2015

It's been said that men are from Mars, and women are from Venus. This notion, posited by author John Gray, Ph.D., in his bestselling book of the same name, speaks to the differences in the way that men and women interact with one...

 

Wednesday, September 16, 2015

When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each of these assets represents a form of capital as each serves to generate and enhance the wealth of the individual...

 

Sunday, August 16, 2015

If asked, most people would probably say they are rational individuals who make wise decisions. Indeed, logical thinking and prudent behavior are the norm for the majority of people in most instances. Unfortunately, when it comes to...

 

Thursday, July 16, 2015

When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable...

 

Tuesday, June 16, 2015

Among the frequently asked questions we hear from clients still familiarizing themselves with our investment strategy is: "Why do my returns differ so much from the returns of the S&P 500 Index?" Since the S&P 500 is one of the most...