In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future
For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure
After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest
One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and
After costs, the return on the average actively managed dollar will be less than the return on the average passively managed dollar for any time period.
—William
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to
The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure
