Apr 25, 2019 | Financial Planning
Pre-tax retirement accounts are a wonderful way to save for your future in a tax-advantaged manner. In most instances, your contributions to these types of accounts reduce your tax liability during your working years. In order to take advantage of the tax deferral you...
Apr 18, 2019 | Economy & Markets
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that...
Apr 3, 2019 | Financial Planning
It’s April, which means it’s that time of the year to settle up with the IRS.
Mar 21, 2019 | Economy & Markets
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it...
Feb 22, 2019 | Active vs. Passive
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived...
Oct 25, 2018 | Financial Planning
This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many...
Sep 21, 2018 | Economy & Markets, Investor Behavior
Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the “lost decade”[1] can help illustrate several periods that...
