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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…
Read MorePreventing 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…
Read MoreDivorce 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…
Read MoreWhat 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…
Read MoreKeeping Connected With the Ever-Changing Internet
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…
Read MoreSavings 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…
Read MoreTaxes 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…
Read MoreHow Much Money Do You Need to Retire?
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…
Read MoreWill 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…
Read MoreCan 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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