Overall, the 2018 mid-term elections went the way they were broadly expected, with the Democrats capturing the House and Republicans holding on to the
The third quarter saw very healthy gains for most segments of the U.S. equity market, a decent return for international developed, and approximately
As we have stated many times, it is crucial to understand how your financial advisor/planner is paid. The three basic compensation methods are commission
For many if not the majority of those who are approaching retirement, it is difficult to overstate the importance of this question. With the diminishing of
The second quarter saw healthy gains for most segments of the U.S. equity market and losses for the foreign equity markets. Bonds suffered a small overall
For very high net worth people looking to maximize the impact of their charitable giving, a private foundation comes to mind. Its primary advantage is the
Harry Markowitz, the Nobel laureate founder of Modern Portfolio Theory, called diversification “the only free lunch in finance.” Increased diversification
If we could summarize the first quarter of 2018 in a single word, it would, of course, be volatility. This was all too obvious from the repeated headlines