Strategic vs. Tactical Asset Allocation

In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that…

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Preventing Elderly Financial Abuse

A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through…

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Divorce During Retirement

A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people…

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What Is Evidence-Based Investing?

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care.1 In the investing…

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Savings and Investment Updates

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a…

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Taxes and Retirement Planning

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the…

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Will Power be Restored to Coal Industry?

Before 2016, the American Psychological Association’s (APA) annual Stress in America surveys showed money, work and the economy were the biggest sources of stress in people’s lives.1 During the 2016…

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Can Longevity Truly be Predicted

Every morning, Emma Morano ate a raw egg and biscuits. When she died at age 117 in April of this year, she was the oldest person in the world. She…

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