Category Archives for Investment Advice

Tuning Out the Noise

Investment Advice

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke

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

Doing Well and Doing Good?

Investment Advice

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so,

Evidence-Based Investing vs. Indexing

Investment Advice

Making a Good Thing Even Better As the public grows increasingly familiar with “passive” or “index” investing, it’s becoming easier for individual investors to gain cost-effective exposure to

Sailing with the Tides

Investment Advice

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if

10 Things To Do When Markets Get Scary

Investment Advice

“This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are doing just what markets do from time to time, they correct themselves. In fact, overall

Mind Over Model

Investment Advice

In investing, factor models have been a frequent topic of discussion. Often marketed as smart beta strategies, these products are based on underlying models with limitations that many investors may not

Charitable Giving Under New Tax Laws – Understanding the Donor-Advised Fund (DAF)

Investment Advice

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to

The Evidence on the Evidence of Investing: How Do You Know What (and Whom) to Heed?

Investment Advice

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost

Our Jekyll-Hyde Relationship with Investment Risk

Investment Advice

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over) Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a