In our most recent newsletter, I discussed a few sources that offer aggregated polling information as polling averages are more instructive (and much less prone to cherry-picking) than any individual poll. For those of you who… Read More
The Benefits of A Fiduciary Standard and Tracking the Polls
The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients… Read More
The UK Exit from the EU
Britain voted yesterday on whether to remain a member of the European Union, and as results were tallied overnight it became clear that the “No” camp had won. Markets do not like surprises and this… Read More
March 2016 Newsletter
A Brief Market Update Markets dropped sharply at the beginning of the year, and that led to the predictable spate of alarmist stories in the financial press. Nevertheless, as we wrote at the time, it… Read More
December 2015 Newsletter
While the recent budget deal in Congress took the debt ceiling off the table for the next two years (thankfully), one of the surprises of the deal was that it also sunset the ability to… Read More
September 2015 Newsletter – Market Timing and an Update on the Fiduciary Standard
Market Volatility – What the Market Timers Think by Micah Porter Financial markets have continued to be volatile over the last few weeks. Whenever that happens, my inbox is overrun with breathless stories in the… Read More
How Couples Can Get the Most Out of Social Security
In our last blog post, we discussed what individuals should consider when attempting to maximize social security benefits. When it comes to couples, however, the considerations become more complex. If you are married, you can… Read More
How to Maximize Social Security in Retirement
Social Security is a core component of every retirement plan, yet few couples approaching retirement are aware of the nuances of Social Security and how to maximize their income in retirement. Choices about when to… Read More
Obergefell and Financial Plans for Same Sex Couples
Over the years, we’ve worked with a number of same sex couples. Many have been together for years, some are married and yet until the recent Supreme Court decision, their plans often differed markedly from… Read More
Know Thyself, Then Plan
When I first began working as a financial advisor, I was convinced the correct answers were in the numbers. Put together a plan, determine a savings rate, hang on through the ups and downs of… Read More