Creating a Withdrawal Strategy for Your Retirement Portfolio: Understand Your Unique Situation

Another quarter has passed with the Federal Reserve maintaining its Zero Interest Rate Policy (ZIRP) with regard to short-term interest rates.  Despite public statements suggesting that the Fed is anxious to begin normalizing its monetary policy, it has once again postponed the first rate hike du

Baby Boomers and Your Retirement

A recent study by the U.S. Labor Department suggested that the conventional wisdom regarding workers’ wages over their careers could be dead wrong. It’s widely assumed that individuals’ salaries grow steadily during their years in the workplace, but the report says this didn’t happen for a large group of Baby Boomers that they studied.

Disciplined Diversification: A Key Investment Tool to Address Uncertainty

As the first quarter of 2015 closes, we are reminded that the world is inherently uncertain, markets are increasingly global, and the requirement for disciplined investing remains critical to long-term success.

The Top Five Investment Surprises of 2014

Happy New Year! We hope you, your family, and friends made the holiday season one to remember and that you are feeling relaxed and recharged as we begin 2015. All in all, 2014 was a rewarding year for investors, particularly those with a healthy allocation to U.S. equities.

Investing for the Long Term: How Long is Long Term?

After a strong start to the year, global equities retreated in the third quarter among continued geopolitical concerns and mixed economic news.

Don’t Be Fooled By the Calendar

Are stocks looking more attractive now than they were about a year ago?

Resisting the Siren Song of Stock Market Timing

We hope your summer is off to a great start and that you enjoyed a long, relaxing Fourth of July weekend with family and friends.

Applying the Teachings of a Nobel Laureate for Over 20 Years

Welcome to 2014!  We hope you enjoyed a wonderful holiday season!

The Importance of Maintaining Investment Discipline Amidst Political Dysfunction and Uncertainty

As we write this letter in the first days of the new fiscal year, much of the federal government has shut down for the first time in 17 years.  This situation resulted from Congress failing to pass a continuing resolutio