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The 2010s: A Decade In Review

The 2010s: A Decade In Review

Imagine it is early January 2010 and you are reading a decade in review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the ...

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Retirement Advice

The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that ...

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, ...

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What’s Social Security Got for You?

  Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress decided to reassure ...

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Divorce & Women's Wealth

Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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