March 15 2017

5 Steps for Dealing with Market Volatility

If you are going to be an investor, then you have to get used to the idea of market volatility. There’s simply no way around it.

March 08 2017

Marriage Investment Planning When One Spouse is Risk Averse

According to a survey conducted by the American Institute of Certified Public Accountants (AICPA), financial matters are the most common source of discord in marriages. The survey found that financial matters are the source of three arguments per mon...

March 03 2017

Is There Still a Place for Active Investment Management?

There is a perceived notion that technological advances have rendered actively managed mutual funds obsolete. However, nothing could be further from the truth. In point of fact, approximately 70% of U.S. assets are invested in actively managed funds.

February 03 2017

Why You Should Analyze Risk-Adjusted Returns — Not Just Absolute Returns

This is the time of year when many people are reviewing their investment performance reports from the year before. During this review, however, most people neglect to analyze one of the most important components of their performance: risk-adjusted re...

January 27 2017

Registered Investment Advisor vs. Big Bank: Which Should You Choose?

When it comes to deciding who will help you manage your investments and retirement savings, you have two main options: a big bank (or wirehouse) or a registered investment advisor (RIA). How can you make the best decision for you?

January 05 2017

Asset Allocation Strategies for Retirement Planning

The final years leading up to your retirement are critical from a financial planning perspective. During the last five to seven years of pre-retirement and the first few years of retirement itself, you will likely need to make subtle shifts in your r...

December 29 2016

Chasing Performance When Choosing Mutual Funds Can Be A Big Mistake

One of the most common investing mistakes is known as “chasing performance.” This occurs when investors base their buy and sell decisions primarily on how a mutual fund or asset class has performed during a previous short-term time period, such as la...

December 21 2016

4 Strategies For Avoiding the Trap of Emotional Investing

One of the biggest mistakes of many investors is making retirement investing decisions based on their emotions. Doing so can lead to buying high and selling low — which is the exact opposite of a successful retirement investing strategy.

August 30 2016

Will the Upcoming Elections Impact Your Portfolio?

The U.S. Presidential Election is just seventy days away now, and Americans across the country are paying attention to who will sit in the Oval Office for at least the next four years. The candidates offer a stark contrast in personality and backgrou...

June 29 2016

The Brangover – Brexit and its impact on the markets and your portfolio

Last week, the United Kingdom (UK) voted to leave the European Union (EU). This decision caught the markets by surprise, as many believed the vote would be close but not favor a leave.