Blog
IWM 3Q2018 Market Analysis
IWM 3Q2018 Market Analysis (click here)...
IWM 2Q2018 Market and Economic Review
IWM 2Q2018 Market and Economic Review (click here)...
IWM 3Q2018 Investment Insights Newsletter
IWM 3Q2018 Investment Insights Newsletter (click here)...
Should You Own Bonds in a Rising Rate Environment?
Most people don’t think too much about their bonds. They really are the boring foundation for your portfolio. However, occasionally they spring to the surface, and this is one of those times. Lately, a number of people have been wondering why they should be investing...
The Retirement Pyramid
Austin-based RetailMeNot Buys LowestMed
RetailMeNot announced Tuesday the acquisition of LowestMed, a website that compares prescription drug prices and provides mobile or printable coupons. The financial terms of the deal were not disclosed. “RetailMeNot is proud to welcome LowestMed to the company as...
Consider Paying Down Your Mortgage
Tens of millions of Americans can earn a risk-free 3 to 6 percent annual return by paying down their mortgage. Can it get even better? Yes, it's quite often tax-advantaged as well. If you have enough money in the bank or in investments to do it, consider the logic...
What can a 529 be used for? More than you may think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think. Although 529 accounts are often used to pay for children’s college tuition, those funds can also be used for a variety of...