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Weekly Insight: FAQs regarding IRA Contributions

It must be January because instead of holiday cards, my mailbox is full of tax documents (and the usual array of bills). So, I figured this would be a good time to cover a tax topic in our weekly column. Everyone wants to minimize his or her taxes, and one…

| Weekly Insight

Weekly Insight: 4th Quarter Commentary & 2017 Outlook

I hope everyone’s year is off to a great start. 2017 marks our 15th year in business, and I am truly more optimistic about our style of investing and the opportunities for our clients than I’ve been in over a decade. We made some very positive strategic shifts in our…

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Healthcare Costs in Retirement

Our Quarterly Market Commentary has been delayed by a week as we are still analyzing some new market trends that we intend to write about.  In the meantime, let’s talk about healthcare. I can’t think of any expenditure that gives retirees less enjoyment than medical expenses. It is tempting to…

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Weekly Insight: Best of 2016, Part 2

Happy New Year! We kick off 2017 with the second installment of our Best Articles of 2016. We published the best articles of the first half of the year last week. Next week, we will have our quarterly commentary, including our outlook for investment markets in 2017. I am so…

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Weekly Insight: Best of 2016

I hope everyone is enjoying the holidays and our last week of 2016. Perhaps I am biased, but I thought we wrote some darn good articles this year. Today, we bring back our favorite Weekly Insights of 2016, in case you missed them the first time. We broke the list…

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Weekly Insight: Retirement Planning – What’s the Best Plan?

It seems like there would be some consensus on the best way to plan for retirement given the millions of hours devoted to studying this topic. However, the frustrating answer to most retirement planning questions is still… “It depends.” For example: How conservative should my investment portfolio be now that…

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Weekly Insight: How Much We Spend on Bottled Water

Remember when life was simpler and you could drink out of a drinking fountain? There was no need to lug bottles of water all around town. These days, people recoil at the idea of drinking tap water. So barbaric! Tap water is widely regarded as safe to drink thanks to…

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