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Financial + Investment + Retirement Blog

Sailing with the Tides Thumbnail

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

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The Tao of Wealth Management Thumbnail

The Tao of Wealth Management

Insights from financial science suggest you should direct your investment efforts to the things you can control. These include taking account of your own preferences and sensitivities when choosing investment strategies, diversifying your allocation to moderate the ups and downs, being mindful of the impact of fees, and exercising discipline when emotions threaten to blow you off course.

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What's the Impact of Inflation? Thumbnail

What's the Impact of Inflation?

Inflation is an important consideration for many long-term investors. By combining the right mix of growth and risk management assets, investors may be able to blunt the effects of inflation and grow their wealth over time.

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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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