At retirement once you have made thoughtful decisions about how to get the most out of your Social Security and pension, the balance of your retirement income
Past generations took little thought regarding how they would maximize their Social Security benefits. After all, it really didn’t matter how and when benefits
In past blogs, we have offered you some insight into the very temporary nature of a bear market as well as the illusion that equities are a dangerous place to
If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes
It happens all too often. The office receives a phone call or an email from a nervous investor who has been surfing the internet or watching their favorite news
“If past history is all there was to the (investment) game, the richest people in the world would be librarians.” -Warren Buffett
If you have ever bought
The fallacy that the stock market can regularly and consistently be outperformed by superior investment selection is the ugly stepsister to the first ‘grand
The first “grand illusion” of investments is market timing. Market timing presupposes that those who are smart enough, or follow the markets closely enough, can
As investment advisors, as well as ones who have extensively researched investment-related topics over the past thirty years, we have come to a disappointing