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Financial + Investment + Retirement Blog

Gaining Perspective on Unsettling Markets Thumbnail

Gaining Perspective on Unsettling Markets

A key part of a good long-term investment experience is being able to stay with an evidence-based investment philosophy, even during unsettled times. A strategic, transparent investment approach backed by decades of academic research is the answer to being prepared to face uncertainty and that approach has historically captured the long-term returns of capital markets most effectively.

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New Tax Laws: Some Things to Know Thumbnail

New Tax Laws: Some Things to Know

The Tax Cuts and Jobs Act of 2017 enacted last December provided the most sweeping changes to the US tax code in more than 30 years. It included more than 500 pages. Here is a quick overview of the changes and details on how they may affect your taxes.

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Insight on Recent Market Volatility Thumbnail

Insight on Recent Market Volatility

Double digit declines are common and don’t usually mean a loss for the year. The average peak-to-trough pullback in a year is -13.8%. Thus far in 2018, global stocks are in 'correction' mode and down -10% from their peak.

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What Should Investors Make of Bitcoin? Thumbnail

What Should Investors Make of Bitcoin?

Unlike stocks or bonds, it is not clear that bitcoins offer investors positive expected returns. Unlike government bonds, they don’t provide clarity about future wealth. And, unlike holding cash in fiat currencies, they don’t provide the means to plan for a wide range of near-term known expenditures. Because bitcoin does not help achieve these goals, we believe that it does not warrant a place in a portfolio designed to meet one or more of such goals.

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Your Year-End Financial Checklist Thumbnail

Your Year-End Financial Checklist

As 2017 draws to a close, it is time to consider year-end strategies and begin organizing your finances for the New Year. To help you get started, we've put together a list of key planning items to consider.

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What's Your Return Goal?  The Uncommon Average Thumbnail

What's Your Return Goal? The Uncommon Average

The US stock market has delivered an average annual return of around 10%. In most years, however, the return has been above or below the average, often by a significant amount. Understanding the range of potential outcomes can help investors stay disciplined and increase the odds of a successful investment experience in the long term.

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Lessons for the Next Crisis Thumbnail

Lessons for the Next Crisis

Predicting future events correctly, or how the market will react to future events, is a difficult exercise. It is important to understand, however, that market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.

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