How Investment Advisor Fees Add Up
In the pursuit of an investment advisor or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their...
3 Do-It-Yourself Investing Pitfalls
Whether looking to upgrade the kitchen, find a new job, or decide which positions to buy for a 401(k), you must decide: should you do...
Tools to Construct Global Equity Portfolios
It is a global market with many investors seeking global diversification. In the following I offer guidance on global equity market asset allocation. Asset allocation...
Our Global Economy is Essentially a “House of Cards”
For years now we have seen much published conjecture regarding the Fed and when it will raise rates. There are certain economic factors the Fed...
Why to Invest in Alternative Investments
Over the last 2 to 3 years the percentage of our client portfolios invested in alternative investments has increased from 10 percent to around 30 percent....
What to do After Tax Season is Over
Tax season is behind me…what do I do to prepare better for next year? Managing tax liabilities starts with the understanding that taxes are inevitable...
A Revelation for Core-Satellite Investing: The S&P Emperor
Core-satellite investing has been embraced as a way to diversify and lower costs, but the S&P500 as core does neither. Core-satellite investing continues to be...
Why Women Beat Out Men in Investing
According to a recent study by SigFig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig...
How to Maximize Your Wealth in 5 Easy Steps
Wealth is more than just a measurement of your balance sheet. It is a measurement of how you live. Do you live your life to...
How Charitable Giving can be a Powerful Estate Planning Vehicle
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the month of December. Often the contributions are...
