When can I safely retire?

If you are approaching retirement age, this question may be consuming your thoughts or regular conversations with your loved ones. Related questions include: Have I saved enough to support my desired retirement lifestyle? How much can I prudently spend each year once I do retire? When should my spouse and I take our Social Security? What investment...
Continue reading
160 Hits
0 Comments

Fiduciary: A Funny Word with Serious Meaning

​Finance is often such serious business – after all, we're talking about people's life's savings –we advisors may sometimes get caught up in our own gobbledygook language and forget that the rest of the world doesn't know what we're talking about. Take the word " fiduciary ." The term has been grabbing a lot of financial headlines lately, as the Ap...
Continue reading
226 Hits
0 Comments

2016: Surprising Events, Predictable Lessons Learned

2016 was an interesting year, filled with many outcomes that none of us would have predicted this time last year. Dimensional Fund Advisors' Wes Wellington summed it up well in his own year-end review . "Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dy...
Continue reading
Tags:
237 Hits
0 Comments

Gifts from the Market

With three young kids in our house, Christmas morning is chaotic, to say the least. Each year, it seems my children set new personal speed records on gift-opening. Despite the pace, once all the wrapping paper settles, no gift is ever left unopened. I wish I could say the same for stock market participants. Too often, I see investors fail to captur...
Continue reading
220 Hits
0 Comments