SA-2 presents a number of important changes that we believe should have important and positive implications for retirement savings.
Read More
Every year at this time, hordes of Wall Street strategists issue their prognostications for the performance of the financial markets in the coming year. They
Read More
With the heightened volatility in the financial markets this year, the subject of risk and risk management has taken on greater emphasis.
Read More
One thing we know about the financial markets is that they are, by definition, volatile. Ironically, it is this volatility that is a necessary element for the
Read More
Financial planning may have a nebulous meaning to a lot of people. Financial planning involves a holistic approach to looking at all aspects of a client’s
Read More
Tax deferred savings accounts such as IRAs or 401Ks are powerful ways to build retirement nest eggs. Until 1998, the only IRAs available to investors were
As financial planners, a lot of the work we do involves looking ahead to the future and making assumptions for things like returns on various types and classes
My daughter recently graduated from a master’s program at a university in Texas. My wife and I attended the ceremony and made a car trip out of it, visiting the
