April 26 2017

What is Goal-Based Investing?

Often, investment advisors focus conversations solely on returns and risks. Topics like asset allocation, mutual funds versus ETFs, and other technical areas can become the main points of discussion. While what you are investing in is certainly impor...

March 24 2017

Tax-Loss Harvesting: How You May Benefit from Investment Losses

Ever heard someone say an investment loss may be beneficial? Sounds counter-intuitive, right? Interestingly enough, there are situations in which an investment loss may be beneficial for your situation. Benefitting from investment losses involves tak...

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.