The Three Most Dangerous Words in Investing: “We All Know …”

Tag: wealth management

November 28, 2015  |  

The Safe Savings Rate

Key Takeaways • Where it all started–the safe withdrawal rate. • My transition to the safe savings rate—the amount of income you need to sock away for retirement. • A comprehensive financial plan is best, but off-the-shelf tools and two popular “rules of thumb” can help. The Safe Withdrawal Rate About 20 years ago, a […]

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November 16, 2015  |  

Planning Concerns of Divorcing Couples – Part 2

10 “Must Know” Areas of Potential Financial Contention Please see Part 1 here: Planning Concerns for Divorcing Couples – Part 1 Child Custody, Child Support, and Alimony When parents separate and divorce, one of the most emotionally charged issues involves the children and who will live with them. Determining the extent of child support, and […]

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November 9, 2015  |  

File and Suspend No More: A Guide to the Recent Changes in Social Security

Key Takeaways: The recent budget deal eliminated the “File and Suspend” Social Security benefit strategy. File and Suspend allowed married couples to maximize their benefits by deferring collection of individual benefits until age 70 while still receiving a spousal benefit. If you will turn age 66 by May 1, 2016, or 62 by December 31, […]

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May 12, 2015  |  

Research Confirms That Active Management Disappoints Investors

The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in intelligence—it’s because their costs are too high and they have too much portfolio turnover. Successful fund investing is about more than picking past winners. Consider a […]

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April 28, 2015  |  

Staying in the Stream – the Key to Fishing (and Investment) Success

Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of the markets and put investors in the best position to succeed. Market timing is not a reliable method for fishing, or investment returns. Fly fishing is a captivating […]

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