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Market Update-October 2020

Market Update-October 2020

While stocks retreated a bit in September, they were up for the quarter with bonds roughly flat. 

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A simple formula for making dreams come true.

A simple formula for making dreams come true.

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HSAs Offer Path to Tax Deduction

HSAs Offer Path to Tax Deduction

Christine Benz explains the tax advantages of health savings accounts, if you're eligible...

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HSAs Offer Path to Tax Deduction

HSAs Offer Path to Tax Deduction

Christine Benz explains the tax advantages of health savings accounts, if you're eligible...

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Why International Stocks Have Lagged

Why International Stocks Have Lagged

Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.. 

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How Safe are Safe Deposit Boxes

How Safe are Safe Deposit Boxes

Many people use a bank safe deposit box to store valuable papers and small assets. 

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20 Charitable Planning Questions for the Holidays

20 Charitable Planning Questions for the Holidays

Each year, American Endowment Foundation (AEF) shares with their donors a list of questions that can help start or continue the family philanthropy conversation. This helps donors plan their giving strategy for both the short and long term.

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Health Savings Account (HSA) Update

Health Savings Account (HSA) Update

Health Savings Accounts (HSA) Update

Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account. 

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Bruce's Investing Do's and Don'ts

Bruce's Investing Do's and Don'ts

Do

Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.

...
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Investment Funds Review, 2018

Investment Funds Review, 2018

Fixed Income

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Tony Robbins – Mistakes to Avoid When Markets Decline

Tony Robbins – Mistakes to Avoid When Markets Decline

Your money is like a bar of soap, the more you handle it, the less you’ll have.” --Eugene Fama, Nobel winning economist from Malden

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Calamos Market Neutral Income Fund(CMNIX)

Calamos Market Neutral Income Fund(CMNIX)

Interview with manager of Calamos Market Neutral Income Fund.

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Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

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How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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The Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

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Latte Factor Calculator

Latte Factor Calculator

The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money. 

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DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

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Investment Update

Investment Update

Watch out What You Wish For

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

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