Index Investing Popularity is Flashing a Caution Sign

Since index investing in the stock market was invented, its popularity has risen and fallen in cycles that closely match bull and bear markets.   In 2014, stock index investing’s popularity surpassed its prior peak from 2008 and is thus flashing…

Our Top 4 Must Reads from November 2014

This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the data-driven process of forecasting recessions. One of the links this…

Our Top 4 Must Reads from October 2014

Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way.  Many of these articles we…

Can You Help Me Rollover My Old 401(k)?

“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple.  Many of our clients come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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