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Financial Strategies in 2018

April 17, 2018 |

One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has...

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Mitigating Risk Goes Beyond Asset Allocations

April 6, 2018 |

What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can...

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A Look at the Potential Effects of Tax Reform

April 6, 2018 |

The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use...

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Preparing for Retirement — Do You Have a Plan?

March 23, 2018 |

For much of the 20th century, many employees who spent decades working for one company typically received a pension plan. According to the Center for Retirement Research at Boston College,...

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Keep an Eye on Interest Rates

March 23, 2018 |

Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The...

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Exploring the Behavioral Biases of Investing

March 9, 2018 |

Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may...

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Debunking Market Myths

March 2, 2018 |

The world keeps changing, politics and social movements emerge, the stock markets fluctuate and a lot of our preconceived notions continue to be challenged. However, some things don’t seem to...

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Green Innovation and Investors

February 23, 2018 |

President Trump may have announced his intention to drop the U.S. from the Paris Agreement last June,1 but that didn’t stop commerce from pressing on with “green” innovation. Drawing from...

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Evolution of the 401(k)

February 23, 2018 |

When employer-sponsored 401(k) plans were introduced in the 1980s, an unexpected consequence occurred: Pensions stopped being the norm. One reason is that companies found 401(k) plans less expensive than traditional...

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The Federal Reserve’s Role in the Economy

February 9, 2018 |

The U.S. government’s system of checks and balances applies not only to its distribution of power but also to its economic viability. The Securities and Exchange Commission regulates the investment...

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Exclusive vs. Inclusive Investing

February 2, 2018 |

There are many different approaches to investing in the stock market, but most fall under two categories: exclusive and inclusive. Exclusive means conducting thorough research on prospective companies and investing...

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Study Proves Aging is a One-Way Process

January 26, 2018 |

As you may have already suspected, aging is not a reversible process. This was confirmed in a new study titled “Intercellular Competition and Inevitability of Multicellular Aging,” in which researchers...

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Innovation Around the World

January 19, 2018 |

Digital music service Spotify and the popular electronic games Minecraft and Candy Crush Saga all originated in Sweden. The country is home to some of the world’s largest technology companies...

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Taking Required Minimum Distributions

January 12, 2018 |

Retirement savings accounts that allow employees to make pretax contributions have a caveat: at some point, taxes must be paid on that earned income. The Internal Revenue Code generally requires...

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Monetary Systems

December 22, 2017 |

In the days before cash, people bartered goods and services. Then we established various forms of “cash” payments, from paper bills and coins to checks, credit and debit card payments....

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Update on the DOL Fiduciary Rule

December 15, 2017 |

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into...

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Artificial Intelligence: Innovation for Today’s World

December 8, 2017 |

Artificial intelligence (AI) is rapidly changing the way businesses build products and even provide customer service. We now have automated virtual assistants and “chatbots” answering customer service calls.1 We even...

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Assessing Risk

December 8, 2017 |

It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less...

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Investing for the Long Term

November 21, 2017 |

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young...

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When One Spouse Retires First

November 21, 2017 |

It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with...

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Past Articles

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