Investment Management – The Great Debate…
If you want to arouse a fiery debate in a crowd of people interested in the topic of investment management, a sure bet is to...
Making an IRA Part of Your Estate Plan
I’m a big proponent of making IRA’s part of your estate plan. They have many attributes a person can utilize when planning for the inevitable....
Why Retirement Plans Need to be Separated from Employment
In light of the Hobby Lobby decision and the discussion of employer benefits, it seems appropriate to address the merits of employer provided retirement plans. ...
Are Robo Financial Advisors Better than Humans?
To answer this question, it’s important to realize that investment consulting encompasses two distinct crafts: (1) the development of advice and guidance and (2) the...
TDF risks to your Retirement Savings
We each have only one life path, and we each prepare differently for retirement. Despite claims that investments rule, the most important aspect of our...
How do You Know You Need Investment Management?
If you are lucky, there comes a point in your life when the question of “Do I need a professional to help me with my...
The Markets Mid-Year Review
Let’s start with this past week – Markets climbed higher this past week as investors were buoyed by better than expected employment figures. Stocks were...
Obamacare Increases Your Need to Plan for Retirement
The number one reason Americans file for personal bankruptcy is medical expenses. And, Obamacare just increased this risk for millions of Americans who may not...
Emerging Markets Exposure – Direct vs Indirect
This article is Part 2 of a 3 part series on Emerging Markets Exposure: Where & How Much? We have two ways to gain emerging...
Short-termism and Constant Expected Investment Returns
Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...
