Recently, the Department of Labor passed new rules that hold certain types of financial advisors to a higher legal standard with respect to advice provided for
The purpose of this commentary is to share briefly our views on some of the recent events that have impacted the capital markets in the United States. What
Equity markets have recovered in October after a steep correction in the third quarter. The S&P 500 fell approximately 7% in the third quarter due to
The past two weeks have been historically volatile in the stock market, with the Dow dropping 1900 points before recovering more than 900 points in the span of
This special market commentary is intended to address the current weakness in commodity prices that began in the latter half of 2014 and has continued
The Wall Street Journal Online has a good article in its "weekend investor" section today that reviews several important financial planning topics for new
We have repeatedly written about the importance of maximizing contributions to retirement savings plans, such as 401(k)s and IRAs, due to the benefits of tax
We recently posted our First Quarter 2015 Market Commentary to the News & Analysis page! The Market Commentary includes our review of market developments in the
Investors are often faced with emotions caused by swings in the stock market, as exemplified by this year's heightened market volatility. However, emotions can
A recent study by the National Bureau of Economic Research indicates that a key component of investment success over the long-term is financial knowledge, as ou
A common retirement rule of thumb that we have written about in our blog in the past is the 4% rule for withdrawals from savings in retirement. A recent Market