We’re seeing a rise in annuity or income products offered as “investment” options in 401(k) plans.  While investing with a guaranteed return may sound attractive, many of us should think…

Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable giving.  Changes to the tax code that went into effect…

While looking at some research on the Stanford Center on Longevity website, I came across an interesting white paper with the wordy title: Beyond Defaults:Using Behavioral Economics and Psychological Science…

The March blog post offered a scenic tour of GDP, and why it’s an important economic measure for investors. Let’s continue the economics theme with inflation, which also gives us a…

This blog may help you not avoid this topic if it comes up at a cocktail party, and you may become a little more comfortable with a concept typically wrapped in…

When considering the big purchases in life, such as homes and cars, we typically spend time shopping, doing research, evaluating the pros and cons of different options, and carefully scrutinizing…

It’s Been an “Interesting” Year! Coming into 2018 the stock market was still chugging along with the momentum of a steady bull market bolstered by corporate tax cuts; however, the…

In thinking about this blog post I considered writing about “investment containers.”  People will often say “I have mutual funds”, “I have an IRA”, “I have a 401(k)”.  Which is…

Retirement dreams, retirement planning, and retirement saving are all related, but this mental crossroads is challenging and often compartmentalized. You may love to dream about being retired, but the planning…