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Financial Planning

Retirement: Living on Less

By 2035, millions of baby boomers might well be living a meager existence. That’s because today, close to half of the households in the United States have absolutely nothing saved for retirement. Over the past 25 years, pensions have rapidly died out and their replacement – defined contribution plans – […]

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Marketing Timing Pros and Cons

The S&P 500 has enjoyed an eight-year bull market with an average annual return of 19.4 percent. Starting in 2019, U.S. companies will benefit from a massive cut in the corporate tax rate from 35 percent to 21 percent. This provides them with the opportunity to make significant investments in […]

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High Concept Strategies: Evidence-Based Investing

This is the second in a series of articles discussing various types of high-concept investment styles. This month we explain evidenced-based investing. Investors and their advisors frequently are influenced by a variety of factors, ranging from news, rumors, biases, gut instinct, emotions (from exuberance to fear), marketing tactics, compensation models […]

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