How might taxes impact my savings? Do I have the right insurance should something unthinkable happen?
Does my estate plan reflect my desire to assist my family?
There is a mountain of evidence – including an academic-based investment strategy – that is the foundation of how we scientifically invest our clients’ wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.
Deciding when to claim Social Security is one of the most important retirement decisions you'll make. Utilizing these benefits can begin as early as age 62, but claiming before full retirement age reduces your monthly benefit. For individuals born in 1960 or later, full retirement age is 67. Delaying benefits may mean losing out on...
Last month, the national debt crossed $40 trillion for the first time. While the total debt number is staggering, the cost of serving the debt matters more than the total amount. Interest rates are higher, and the cost of servicing the national debt has been rising mechanically as old bonds mature and are replaced by...
One of the questions we often hear from clients is: "Why should I own all these different types of bonds? Aren't bonds just bonds?" And the short answer is: no. Different Types of Bonds Can Serve Very Different Purposes Within a Portfolio. Each bond type brings its own combination of credit quality, income potential, tax...