A Financial Look Back at 2014
The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit […]
Women, Longevity Risk and Retirement Saving
Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
How to Use Financial Indexes as Investment Benchmarks
Success in life is often times about perspective, and this truth follows suit in the investing realm as well. The performance of your investments can be deemed good, acceptable or […]
A Readiness Check for the Do-It-Yourself Investor
Investing isn’t something you throw together at the last minute. It takes thoughtful research, planning and monitoring to successfully invest and grow your assets. That’s why we’ve put together several […]
Prioritizing Your Retirement Needs – Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the image? A comprehensive retirement plan is, in a manner of […]
7 Questions to Ask before Investing
Making investment decisions isn’t easy, especially if you are just entering the game. When trying to find your way through the maize of investment options available today, there are some […]
Understanding the Difference between Mutual and Index Funds
One of the most important aspects of investing successfully is a diversified portfolio. In doing so, you spread out your investments in a much healthier span in order to minimize […]