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Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

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Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

...
read more
435 Hits

Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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385 Hits

Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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320 Hits

Investing Do's and Don'ts

Investing Do's and Don'ts

It's important to focus on the things that you can control.

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448 Hits

Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

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463 Hits

Don't Get Too Caught up in the Trump Bump or Slump

Don't Get Too Caught up in the Trump Bump or Slump

Political issues shouldn’t play a large role in long-term strategy

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461 Hits

How do I steer my college grad onto the right financial path

How do I steer my college grad onto the right financial path

How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

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481 Hits

The Value of a Fiduciary Advisor

The Value of a Fiduciary Advisor

Based on Russell Investments 2017 study

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647 Hits

Fidelity Survey: giving brings couples together, highlights importance of discussing values

Fidelity Survey: giving brings couples together, highlights importance of discussing values

 Couples may want to add charitable giving to their "must dos" this Valentine’s Day.

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772 Hits

Buffett: Indexing the Best Choice for Investors Large and Small

Buffett: Indexing the Best Choice for Investors Large and Small

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

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650 Hits

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

By John Rekenthaler | 01-31-17 | 06:00 AM | 

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678 Hits

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

 

By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM

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Invest a Lump Sum Now or Average In?

Invest a Lump Sum Now or Average In?

When clients receive a large lump sum of cash, such as from a pension payout, bonus or asset sale, historical evidence suggests that the best decision is to invest the sum all at once according to an investor's asset allocation plan. Many investors nevertheless choose to put the money to work over time, hopefully using a systematic implementation. This research article from Vanguard explores the costs and benefits of both strategies to help guide what is a frequent decision faced by our clients.

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668 Hits

Federal Estate Tax Reduced, But What About State Taxes?

Federal Estate Tax Reduced, But What About State Taxes?

The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now shield as much as $10.98 million from federal estate tax.

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545 Hits

The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

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642 Hits

Post Election Note

Post Election Note

A quick note in the wake of the Election

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830 Hits

Time for a Medicare Check-Up

Time for a Medicare Check-Up

The article "Now is the time for an annual Medicare check-up" from Goodcare.com provides a valuable reminder to take advantage of the upcoming open enrollment period for Medicare. The temptation with all insurance is to “set it and forget it”.  With medical insurance, it is especially important to adjust your health insurance as your health evolves.  The upcoming enrollment period which opens on October 15 is a great opportunity to review your coverage.  Those of you who haven’t reached age 65 aren’t off the hook for this.  Many of your employers also have open enrollment periods approaching before the end of the year so a review of your coverage is also a good idea.  As always, please let us know how we can help.

1160 Hits

Retirement Savings Options: Traditional vs. Roth

Retirement Savings Options: Traditional vs. Roth

This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option.

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1013 Hits

Fund Focus DFCEX

Fund Focus DFCEX

DFA Emerging Markets Core Equity Fund (DFCEX)

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1003 Hits

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