Strategic vs. Tactical Asset Allocation

September 22, 2017

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…

Preventing Elderly Financial Abuse

August 11, 2017

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…

Divorce During Retirement

August 11, 2017

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…

What Is Evidence-Based Investing?

August 4, 2017

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…

Keeping Connected With the Ever-Changing Internet

July 21, 2017

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content…

Savings and Investment Updates

July 21, 2017

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…

Taxes and Retirement Planning

July 3, 2017

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…

How Much Money Do You Need to Retire?

July 3, 2017

How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The…

Will Power be Restored to Coal Industry?

June 23, 2017

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…

Can Longevity Truly be Predicted

June 23, 2017

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…