How might taxes impact my savings? Do I have the right insurance should something unthinkable happen?
Does my estate plan reflect my desire to assist my family?
There is a mountain of evidence – including an academic-based investment strategy – that is the foundation of how we scientifically invest our clients’ wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.
Over the past couple of years, we’ve seen an evolution of policy, litigation, and product development all related to private investments in 401(k) plans. The most useful thing for plan participants to understand is how these investments are valued, since holdings priced by periodic estimate can report steadier returns than their underlying risk would suggest....
A financial windfall may create possibilities that once felt out of reach. It can also disrupt decisions that once seemed settled. It’s normal to feel a bit conflicted and for excitement to coexist with grief, anxiety, responsibility, or uncertainty. Your new wealth may suddenly allow you the resources to retire sooner, support family members, give...
What matters most in today's bond market? The honest answer is that no one knows exactly what the next 12 months will bring. But there are a few things we're paying very close attention to: The Federal Reserve: The Fed has made it clear that it remains data dependent. Rather than following a predetermined path,...