Managing Household Records

Tag: rebalancing

March 31, 2016  |  

Managing Household Records

Spring cleaning and tax season go together like peanut butter and jelly. Every year we are faced with decisions about what to keep and what to throw away. How long do I need to keep my tax returns? Receipts? Brokerage trade confirmations? Having a system to find all of these records is just as important […]


March 31, 2015  |  

Why Does Active Investing Flourish?

Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial Planning.” We covered the 12 most important insights about evidence-based investing and how those insights can be applied to a rational financial planning process. Evidence-Based Investing is the […]

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March 10, 2015  |  

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

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February 24, 2015  |  

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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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 29, 2014  |  

Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

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small business retirement plans

December 18, 2014  |  

401(k) Plans: The Early Days, ERISA and Your Fiduciary Responsibility

Third in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways The Employee Retirement Income Security Act of 1974 (ERISA) put in place guidelines to help protect retirement plan participants. The 401(k) plan, although a relatively new concept, has become the primary retirement savings vehicle for today’s […]

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December 17, 2014  |  

401(k) Plans: Don’t Let the Fees Sneak Up on You

Second in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways  You don’t have to know all the answers, just ask the right questions. 401(k) costs can have a major impact on long-term results for participants. Be aware of the costs you are incurring and be diligent […]

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