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. So keep checking in. We’re glad to have you reading along.
As an investor, what is your biggest single fear? For many of us, when it comes to investing, our biggest fear is losing our money. Fear often drives investment decisions. And when it comes to investing, it can be an investor’s...
Read More
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law at the end of December. The new law affects retirement plans and IRAs in a variety of mostly positive ways. One provision, however, is being...
Read More
Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual—in other words, your Fiscalosophy. Consider these two scenarios: Mark...
Read More
In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it...
Read More
Too often I meet investors who assume they earned a decent rate of return, only to discover their returns were actually much lower once they accounted for costs like management fees and transaction fees. Another cost...
Read More
Chances are, you are one of the 143 million Americans whose sensitive personal information was compromised in a data breach at Equifax, one of the three major credit reporting agencies. The data breach began in mid-May and was...
Read More
Days before Hurricane Irma ravaged the Caribbean and parts of Florida, speculations about Irma’s path flooded social media. I received an urgent text message from a friend. His neighbor received word from a...
Read More
What happens when you hire an "expert" to pick winning stocks and to try and time the market? In South Carolina we might say, "a state pension crisis." In 1999, South Carolina pension plans were 99 percent funded...
Read More
With Hurricane Matthew looming off the coast, hopefully you've had a chance to prepare your home and your family in the event that we are affected. Most of the advice I see relates to health and safety: Stock up on water, buy...
Read More
On Thursday, June 23, voters in the United Kingdom voted in favor of leaving the European Union. As a result, we could see increased levels of near-term market volatility. That may leave some investors wondering, What now? Download our...
Read More