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Blog

Spring Cleaning Amidst the Mess

I want to begin on a personal note. Recent months have seen us enter uncharted waters, personally and financially. While the nature of print publishing does not afford me the opportunity to speak directly to issues as they develop, I firmly believe that sound financial principles and taking a long-term view of your investments is the best route to meeting your financial goals.

Financial Planning May 4, 2020

Blog

Solving the Equity Home Bias Puzzle

It’s not just insular Americans who do it. Individual investors and investment managers around the world invest in domestic equities out of proportion to the percentage of the total international equity market represented by the equities of their country. It’s called the Equity Home Bias Puzzle, and while it varies dramatically from country to country, it’s true in every country.

Investing Aug 14, 2013

Blog

Social Security Benefits for Divorced Spouses: an FAQ

Navigating Social Security after divorce? Discover key eligibility rules, benefit strategies, and answers to common questions for divorced spouses nearing retirement. Maximize your benefits with expert insights.

Retirement Jul 7, 2020

Blog

Small Caps: The Good, the Bad and the Ugly

U.S. Small Cap stocks have had an ugly year in 2014; as of 10/28/2014, U.S. Small Cap stocks (as measured by the Russell 2000 Index) trailed U.S. Large Cap stocks (as measured by the S&P 500) by 10%. Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indices. It wasn’t supposed to be this way.

Investing Nov 2, 2014

Blog

Should You Take Advantage of a Charitable LLC?

Discover how charitable LLCs offer business owners a flexible, tax-efficient alternative to private foundations. Learn the benefits of control, privacy, and strategic giving through this innovative estate planning tool.

Businesses Oct 28, 2019

Blog

Should You Pay Off Your Mortgage With Your 401(k)?

It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales. First, people want to save money by reducing the amount they’re paying in interest. If you have a $200,000, 15-year mortgage with a 5% interest rate, you’ll pay more than $80,000 in interest payments. By paying off the mortgage as quickly as possible, there is a quantifiable financial benefit you’ll earn.

Retirement May 30, 2017

Blog

Should Real Estate Be Part of Your Wealth Creation Strategy?

Imagine yourself 10 times wealthier than you are now. Are you living the good life on a beach, maybe the golf course or with friends and family? Now consider how you made enough money to achieve this life, and outside of an inheritance, its likely one of three possibilities:

Investing May 11, 2020