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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

...
read more
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What Defines Long Term Investing?

What Defines Long Term Investing?

How long is long term? 

...
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1252 Hits

TWM Diversification Process

TWM Diversification Process

But how does one go about diversifying a portfolio?

...
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Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

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1084 Hits

Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

...
read more
1027 Hits

Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

...
read more
1110 Hits
Featured

Don't Shoot Yourself in the Foot!

Don't Shoot Yourself in the Foot!

Investors can, by their own behavior, make stock ownership highly risky, says Warren Buffet at his recent annual shareholders' meeting.

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Age My Face: Strategies to Increase Savings, Change Behavior

Age My Face: Strategies to Increase Savings, Change Behavior

Did you know that looking at a picture of yourself ten to twenty years down the road might help you to be a better saver?

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1166 Hits

Client Letter May 2015

Client Letter May 2015

Rethinking bond allocations

Winston Churchill once said "It would be a great reform in politics if wisdom could be made to spread as easily and rapidly as folly". The similarity with investing is uncanny.

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What's Wine Got to Do With It? Investment Behavior and the Lure of High Prices

What's Wine Got to Do With It?  Investment Behavior and the Lure of High Prices

Experiments show we are hard-wired to let our emotions steer financial decisions, often in the wrong direction...

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916 Hits

Study: the Most Successful Investors Trade the Least

Study: the Most Successful Investors Trade the Least

After analyzing 325,000 investor portfolios, SigFig finds that investors who trade frequently actually see lower returns than their peers who are more hands-off... 

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The Moral Bucket List

The Moral Bucket List

What does life look like when you stop focusing so much on achievement and spend more time working on your morality and inner character?

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Client Letter April 2015

Client Letter April 2015

“We know the future will outlast all of us, but all of us will live on in the future we make.”  Ted Kennedy

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Client Letter January 2015

Client Letter January 2015

Named after Janus, the Roman god of passageways, the first month of the year is a good time for looking back at what happened last year and for peering toward the future.

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Q4 2014 401(k) Plan Participant Letter

Q4 2014 401(k) Plan Participant Letter

 The personal rate of return, which each participant can view by logging in to their account on the plan website, offers the best information because it takes into account your individual deposits and withdrawals which means your performance will differ a bit from your fellow employees. 

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981 Hits

Client Letter October 2014

Client Letter October 2014

Checking with the Man on the Moon

Despite return of volatility, the investment world looks the same as it always has. What's unusual is the lack of volatility over the last few years as the market took “two steps forward”, not the “one step back” which has been occurring recently...

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Q3 2014 401(k) Plan Participant Letter

Q3 2014 401(k) Plan Participant Letter

 Derek Jeter, the iconic star of the New York Yankees, retired this season after 20 years in the major leagues. Many attributes displayed by Jeter during his baseball career translate to the invest- ment arena.

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Q2 2014 401(k) Plan Participant Letter

Q2 2014 401(k) Plan Participant Letter

JP Morgan once was asked his opinion on stock prices, and he famously replied, They will fluctuate.But US stocks haven't experienced even a 10% correction in 3 years. Thats unusual but not unheard of.

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Client Letter January 2014

Client Letter January 2014

Last week the Boston Globe ran an article with this headline:  An Easy Year for Investors, 2014 to be More DifficultReally?  We all accept how difficult it is to predict markets, not that pundits don’t keep trying, but how difficult can it be to recount the past accurately?

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About Us

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For the 10-year period 2008 through 2017, a very wide dispersion in r...

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