Hidden Risks in Fixed Income
August 6, 2019 Written by Matthew White, CFA®, Investment Analyst At first blush, it would seem that bonds are easier investments to evaluate than stocks....
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Don’t Give Up on International Stocks
August 5, 2019 Written by Matthew White, CFA®, Investment Analyst International stocks have been a real bummer for investors over the last decade. In fact,...
Roth: Certainty in an Uncertain World
June 24, 2019 Written by John Brimhall, Client Advisor, CFA, CPA, CFP® My daughter Olivia will be three years old in a few months. Currently, she’s...
Sustainable Draw Rates: Part Three
June 11, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART THREE In part three of the Sustainable Draw Rates Study,...
What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?
June 3, 2019 Written by Bruce Paulson, CPA, JD, CFP ®, Senior Client Advisor It is no secret: many active equity managers have a difficult...
Behavioral Biases in Investing
May 6, 2019 Written by Kyle Pitman, Client Associate A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I...