Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we employ an investment approach based on more than nine decades of data, analysis and research, insights from behavioral finance, and close relationships with leading academics. There are four key concepts that play a vital role in […]
4 Steps to an Effective Portfolio Read More »
New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be. I’ll wrap it up for you at the end. First, here are some Medicare changes you might want to know about:1
Medicare Changes Retirees Need To Know About Read More »
Record high inflation and negative economic growth, as measured by US GDP growth, have fueled recession fears. The bond market is similarly flashing recessionary signals. Despite this, the S&P 500 through Friday, August 5, 2022, has rallied 13% higher than its June 16 bear market low[1], making the current environment a head-scratcher for many. Economic
Confused About the Economy? It’s OK. Read More »
Common Financial Planning Mistakes There are a lot of moving parts to your financial world. Hopefully, you’ve checked all of your boxes and addressed every single financial planning need that exists. But, in the event you want to double-check your progress, I highly suggest starting with the below areas of planning that we have found
Don’t Fall Victim: Common Financial Planning Mistakes Read More »
This past week, one of the largest asset management companies in world agreed to a settlement topping $6 million. This comes on the heels of being called out on the carpet earlier this year via class-action lawsuit, which was driven by the company’s decision to sell off a considerable amount of assets in their Target
Target Date Funds: Friend or Foe? Read More »
Fact: There are over 30 million privately-held businesses (the majority of which are sole-proprietors) in the United States according to a 2019 SBA study1. Fact: There are almost 60 million people employed by those small businesses (defined as 500 or less employees) in the United States. Fact: 100% of business owners will exit their business, whether
WHEN IS THE RIGHT TIME TO EXIT A BUSINESS? Read More »
What’s interesting to see with Defined Contribution plans today is the continued time and expense dedicated to these benefit arrangements, typically by an executive or the business owner, and very little, if any, time is dedicated to educating the participants about their options within the plan itself. According to a report released by Fidelity in
401K INSIGHTS AND 5 WAYS TO IMPROVE PARTICIPANT ENGAGEMENT Read More »