What is My Rate of Return?
When questioning your rate of return, the answer seems like a simple one to...
Category: Articles
Asset Class Diversification: Why it Matters
The concept of asset allocation was made famous by the economist and Nobel laureate...
Sequence of Returns: A Substantial Risk to Retirees
There are certain constants in life that we all assume as part of our...
The Greatest Risk to Investment Success: Emotional Reactions
In the midst of the recent market volatility related to the global shutdown due...
Market Corrections: How Much Impact Do They Have?
As investors work their way through the latest round of market volatility, this time...
The SECURE ACT: How it May Impact You
On December 20th President Trump signed into law the SECURE ACT, a bill which...
Asset Equalization Among Spouses: Why It’s Important
One of the more challenging things to plan for is the risk of losing...
Required Minimum Distributions: Minimizing the Tax Impact
A required minimum distribution (RMD) refers to the amount of annual withdrawal an investor...
Exchange Traded Funds: Not Always a Passive Approach
The use of exchange traded funds (ETF’s) has become widespread in recent years. The...
A Strong Case: Equal Weighting vs The Dividend Aristocrats
The case for passive investing is a compelling one. Year after year we hear...