Smart Social Security Strategies for Married Couples

Figuring out the best time to file for your Social Security benefits can be surprisingly simple or hellishly complex. If you’re retired—voluntarily or not—and need the money to live on, you may have

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Did Your Market Timing Broker Disappoint You?

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump

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The Power of Markets

The mundane pencil—and the ability to purchase it for a “trifling” sum—is the result of an extraordinary process driven by the knowledge of market participants and the power of market prices.

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Structured CDs: Buyer Beware!

Most investors are familiar with Certificates of Deposit (CDs). You purchase one, and the bank pays you a bit of interest on it, plus your principal back. They don’t yield much, but they’re nearly

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Parenting Your Wealth in Uncertain Markets

In the face of political drama at home and abroad, it’s certainly been a summer for trying our patience, hasn’t it? For anyone who has ever been a parent or a child – that is, for everyone – there

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real estate investing

Reflections on Real Estate Investing

Just as the natural world around us comes from the elements found in the periodic table of elements, capital markets are made up of asset classes, broadly organized into stocks, bonds, and hard assets

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Start a New Tradition: Family Wealth Planning Conversations

Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that

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What To Do in Lieu of Chasing Yield

With a total-return approach, we typically want you to reserve your fixed income/bond investments for their primary purpose in life, which is to provide a stabilizing counterbalance to your equity/stock

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Is It You Versus The Federal Reserve?

Since December 2008, the U.S. Federal Reserve (the Fed) has held the federal funds rate at zero percent, seeking to bolster an ailing economy in the aftermath of the Great Recession. Economists agree that

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