3 Reasons to Consider Umbrella Insurance

Tag: Financial Planning

March 10, 2016  |  

Calculating Performance

Key Takeaways In what context should we consider performance? Avoid the most common mistake You can do-it-yourself to approximate performance The Role of performance The investment industry has historically focused on performance and little else, but there is so much more to client satisfaction than just a number. As we have previously written, investment performance […]

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October 23, 2015  |  

Getting Charitable: The Basics of Donor Advised Funds

Key Takeaways Donor-advised funds have similar advantages to private foundations but require less time, money, legal assistance, and administration to establish and maintain. A donor can generally take an immediate income tax deduction for contributions, but may spread gifts out over months or several years. Many institutions provide these charitable vehicles. It’s that time of […]

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September 16, 2015  |  

How Much Life Insurance Do I Need?

Key Takeaways:  The purpose of most life insurance policies is to ensure that your loved ones will be financially secure upon your death. Keep the big picture in mind. Instead of using rules of thumb, consider your specific situation and determine an amount that will allow your loved ones to maintain their standard of living. […]

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February 20, 2015  |  

Does Diversification Still Make Sense?

    After a year like 2014 when one asset class (S&P 500) outperformed almost every other, investors naturally ask themselves whether broad global diversification still make sense. The simple answer is yes. Broad diversification remains one of the best risk management tools available to investors. However, a broadly diversified portfolio’s returns will never be […]

December 12, 2013  |  

How to avoid being stopped at the financial goal line…

Is it really surprising that so few investors reach their goals? Given the number of conflicting sources of investment advice, it’s no wonder that so few investors are able to earn the returns required to reach their investment goals (source: DALBAR 2012). Investors are constantly bombarded with varying opinions about stock prices, the economy, the political […]

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