The Greatest Risk to Investment Success: Emotional Reactions
In the midst of the recent market volatility related to the global shutdown due...
Category: Articles
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...
Real Estate Investment Trusts: Public vs Private
Real Estate Investment Trusts (REITs) are an asset category with a long history of...
A Look Back At The Financial Crisis: Where Are We Now?
Those of us that lived through the financial crisis of 2008 as active investors...
Umbrella Policy: Should You Have Coverage?
Insurance coverage is a vital part of financial planning. When most people think of...