Resource Articles

Volatility is something beyond our control. That is why we focus our energy on areas that we can control

The record highs over the last six months or so have many self-described experts calling for a correction. What should investors do to prepare themselves for such an event? The answer is quite simple.

This article examines how the most sophisticated investment funds steer clear of the market timing pitfall, and why you should too.

SPIVA’s (S&P Indices vs. Active) 15th edition of their scorecard saw active managers in a wide range of asset classes overwhelmingly underperform against comparable benchmarks over one-year, three-year, five-year, ten-year periods, and fifteen-year periods.

Ever ridden in a car with worn-out shocks? Every bump is jarring, every corner is stomach churning, and every red light or sudden stop is an excuse to assume the brace position. Owning an undiversified portfolio triggers similar reactions.

Transparency, or rather the lack thereof, continues to be a major issue in the financial services industry. Marcelo Taboada examines some of the most egregious examples of companies putting their bottom lines ahead of their clients' success.

Many of us today are experiencing the strains of helping our aging parents cope with their loss of independence and control.  We often approach this issue from a health and living conditions perspective.  Another equally important but less considered perspective has to do with financial matters.

2016 marks my 20th anniversary as an advisor and I am proud to say that after all these years I still love coming into work every day. Looking back over the years, I can't help but marvel at the strides we have made together.