Attribution Analysis – Assessing Investment Decisions

Attribution Analysis – Assessing Investment Decisions

In my most recent post, I began looking at how to determine how your portfolio was performing. For most investors, the primary aim is that their portfolio earns a long-term return that is high enough for them to meet their financial goals. We determine this target...
A Financial Planning Checklist to Start the New Year

A Financial Planning Checklist to Start the New Year

The New Year offers an opportunity to take care of financial housekeeping and making slight adjustments can be necessary given IRS-driven changes. Here is a financial planning checklist to walk through at the beginning of a new year: Update your withholding – if...
Retirement Income Planning

Retirement Income Planning

I’ve written about retirement income planning before, and at first glance it should be pretty simple. The idea of figuring out what expenses you’ll have and then lining up your sources of income and funds seems straightforward. In many instances though, it’s not, and...
What to Do About Rising Long Term Care Premiums

What to Do About Rising Long Term Care Premiums

One of the more common questions I’ve gotten from clients over the past few years is whether or not they should maintain their long-term care coverage. The question isn’t surprising, both because carriers have increased premiums on some legacy policies substantially...