Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
The Coronavirus Correction
In late February, headlines and concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts...
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Two Ideas Worth Thinking About When Markets are Moving
Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year –...
Read MoreThe Mathematics of Asset Location
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...
Read MoreThe Basics of a Spend-Down Strategy
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...
Read MoreImportant To-Do's Before Sending Your Child Off to College
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...
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The Keys to Effective Budgeting: Autonomy and Automation
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...
Read MoreRising Interest Rates and Their Effect on Stock Prices
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...
Read More5 Steps to Maximize Your Workday
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...
Read MoreRetirement: Is it Ever Too Early to Start Saving?
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...
Read MoreThe Four Horsemen of Your Portfolio
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,...
Read MoreHow to Avoid Being Victimized by Financial Deception
“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...
Read MoreChecking in on 2017's 'Sure Things'
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.”...
Read MoreTips to Help Teach Your Children About Money
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...
Read MoreIconic Report Supports Index Investing
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...
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