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Roth: Certainty in an Uncertain World
My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.
Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act
Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?
Sustainable Draw Rates: Part Three
In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.
What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?
It is no secret: many active equity managers have a difficult time performing better than average when measured over full market cycles
Behavioral Biases in Investing
A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I cannot remember which of my professors offered up this wisdom, the quote has stuck with me nonetheless.
Q2 2019 Market Commentary: Winning The Loser’s Game
Anyone who has either played sports or watched children play sports knows that valuable life lessons can come from the experience. Sports can teach teamwork, strategy, the joy of winning, the frustration of losing and, along the way,