Since 2002, the US has been in a long-term secular bear market that some have described as the lost decade. Although the US is still the largest economy on earth in GDP terms; chronic deficits, unsustainable debt, and the global banking crisis since 2008 have called into question the viability of the traditional "Buy, Hold, & Hope" investment philosophy. As we enter our second decade of low returns investors are demanding both a DEFENSIVE approach that protects on the downside while providing OFFENSIVE strategies for growth of their portfolios.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Purchasing homeowners insurance is critical for protecting your home.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?