The SECURE Act
You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December …
Money Management Lingo
Jargon is everywhere. Whether it is mechanics performing a tune-up, or lawyers preparing briefs, language specific to an industry can be found just about anywhere. Financial advisors are no different, and we think it is important from time to time …
Asset Allocation
Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?
Asset Allocation: A Classy Subject
Big …
Why Should You Diversify?
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. We recommend taking a look at this informative article from Dimensional (click the link below) …
Retire Early or Continue to Work–What’s Best For You?
When you will retire has far reaching ramifications for your financial planning. Take a look at this blog post from United Capital for more detail on what may be right for you. Click the link below to read more.
Retire …
Common 401(k) Mistakes and How to Avoid Them
We recommend this great article by United Capital about several common 401(k) mistakes people make and how you can avoid them for more information on 401(k) investing.
10 Retirement Savings and 401k Questions Answered
This Reader’s Digest article, 10 Retirement Savings and 401k Questions Answered is a great starting point for educating yourself about your 401k plan and saving for retirement.…
4 Steps to Cultivate the Habit of Saving Money
Learning to cultivate a savings habit is key to planning for your retirement. This Psychology Today article provides four practical steps that can help set you up for success.
10 Tips to Manage Finances at the Beginning of Your Career
If you are at the start of your career and wondering where to turn for basics on how best to manage your finances, we recommend taking a look at this informative article from Money Inc, 10 Tips to Manage Your …
What is a Bond?
Have you ever wondered what exactly a bond is and why it may be in your portfolio? We like this informative and approachable post by United Capital, A Bond Primer for Those Who Concentrate on Other Things to cover the …
What is Evidence Based Investing?
For more information on what Evidence-Based Investing is, and isn’t, take a look at this side by side comparison infographic comparison of Evidence-Based Investing and Traditional Active Investing.
Rebalancing: What is it and why is it important?
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal …
Discipline and diversification vs. prediction and timing
Discipline and diversification vs. prediction and timing. Which strategy yields the best results?
We recommend reading this article by Weston Wellington at Dimensional Fund Advisors, Nine Experts, Four Surprises, and One Million Dollar Bet. In it, he takes us …