Overcoming behavioral biases

Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals. There are a number of learned... Read More

Quarterly commentary: January 2017

Two events caught investor’s attention in the fourth quarter of 2016 – the unlikely election of Donald Trump as President and the Fed’s second interest rate increase since 2006. Markets... Read More

The retirement challenges facing baby boomers

As baby boomers—one of the largest generations encompassing an estimated 74.9 million Americans—approach retirement, are they ready to face the challenges of their new economic reality? In a study by... Read More

Prediction season

In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically... Read More

Quarterly commentary: October 2016

Despite an initial pullback following June’s unexpected Brexit vote, global markets steadied in the third quarter as central banks remained accommodative and economic fundamentals generally improved. However, familiar macroeconomic themes,... Read More

Quarterly commentary: July 2016

In the second quarter of 2016, Great Britain’s so-called “Brexit” vote, a national referendum on continued participation in the European Union, sparked an abrupt bout of global market volatility in... Read More

Quarterly commentary: April 2016

After a record rough start to the quarter, global equities rebounded as oil prices stabilized and dovish comments and actions by global central banks, including the Fed, helped lift the... Read More

Long-term care: Purchasing insurance

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term... Read More

Protect yourself from identity theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally... Read More