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Wednesday, October 17, 2018

Our recommendation on asset location is to prefer holding tax-inefficient assets in tax-advantaged accounts. In our view, the expected return of an asset is close to irrelevant when determining where to locate it. This guidance applies...

Monday, September 17, 2018

Almost every client we talk with emphasizes one primary, overriding goal: having enough money in retirement. Most do not know how much money they need to save, or the planning process to get there. To provide the answers, we work...

Friday, August 17, 2018

The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad or any other life...

Tuesday, July 17, 2018

Most people avoid budgeting because they consider it an exercise in repressive tedium. But it doesn’t have to be. By applying the science of motivation, economic evidence and the art of creativity, the apparent boredom of...

Sunday, June 17, 2018

As the director of research for Buckingham Strategic Wealth and The BAM Alliance, one of the most-asked questions I’ve gotten lately involves the impact of rising interest rates on equity prices, with the conventional wisdom...

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Thursday, May 17, 2018

Being busy doesn’t necessarily mean you’re getting work done — or doing it well. Tim Maurer lays out the ways you can sidestep interruptions and productivity detours by focusing your time and energy on doing the work...

Tuesday, April 17, 2018

Increase the odds you’ll achieve the life after work that you envision by saving money early and wisely. But how? And where? Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR’s Where...

Wednesday, February 28, 2018

A common axiom is that those who fail to plan, plan to fail. And while most people would never start a business without a business plan, many investors manage their money without an investment plan that identifies their ability,...

Monday, January 15, 2018

“I’m calling it — this is an Apple commercial,” said my 14-year-old son, about halfway into the visually stunning emotional appeal for educational experimentation that appeared on our TV while we were otherwise...

Friday, December 15, 2017

At the start of 2017, I compiled a list of predictions that gurus had made for the upcoming year, along with some items that I hear frequently from investors, for a sort of consensus on the year’s “sure things.”...

Wednesday, November 15, 2017

As parents, we continually struggle to pass knowledge on to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. To prevent that happening, consider the following five tips to help...

Sunday, October 15, 2017

Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) scorecards, which compare the performance of actively managed equity mutual funds to their appropriate index benchmarks. The 2017 midyear scorecard...