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6 Jul 2016 No Comments

Brexit happens. Know your investment plan, and stick to it.

Brexit! This is not a drill! The klaxon horns have sounded, and it’s all hands on deck! The British “leave” vote — Brexit in financial medialand speak — has forced […]

6 Jul 2016 No Comments

Every Financial Crisis Is Different

Looking Back Stock-market declines are always obvious in hindsight. When technology stocks reversed course in spring 2000, after years of gains, the New Era was over. Prudent investors exited. Several […]

9 Mar 2016 No Comments

The Everything-in-One Promise of a Continuing Care Community

Is it possible to have it all in retirement? That’s what so-called continuing care retirement communities promise. These hybrids offer independent living apartments (and sometimes free-standing cottages) along with assisted-living […]

9 Mar 2016 No Comments

How retirees can plan for the unexpected

Many people anticipate their future living expenses as they approach retirement, aiming to pad their nest eggs so they’ll be able to live comfortably on a fixed income. It’s the […]

9 Mar 2016 No Comments

Spending in Retirement is a Balancing Act

How to spend down your money may be the missing link in your retirement plan. Nearly two-thirds of savers approaching retirement don’t have a strategy for which assets to tap […]

10 Dec 2015 No Comments

Focus on Time in the Market, Not Market Timing

Focus on Time in the Market

10 Dec 2015 No Comments

Helping to Care for Aging Parents

2015.12.10 Helping to Care for Aging Parents

20 Nov 2015 No Comments

3Q2015 IWM Market and Economic Review

3Q2015 IWM Market and Economic Review (click here)

20 Nov 2015 No Comments

3Q2015 IWM Investment Insights

3Q2015 IWM Investment Insights (click here)

9 Jun 2015 No Comments

Strategies for Managing Volatility

Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in […]