Introducing Retirement Paycheck
August 30, 2018
Retirement can be scary. It’s very common for our clients to be concerned about the longevity of their portfolios. Taking a holistic view of your entire portfolio and mapping out a…
When Does a 529 Plan Make Sense for College Planning?
September 24, 2018
Since they were first established in 1996, Section 529 savings plans have become a popular tool used by parents to save for future college expenses. One reason 529 plans are so popular is…
Weekly Market Digest: Reshuffling Occurs Within Sector and Industry Classifications
September 21, 2018
It was an action-packed week. Both the DJIA and the S&P 500 overcame trade war escalation to hit all-time highs, treasury yields spiked, S&P sector reclassification arrived, and the…
How We Built Retirement Paycheck
September 20, 2018
It takes much engineering and design to be able to model a person or family’s financial life, with all of its complexities, ambitions, changing priorities–and still be able to make it…
How to Pay for Your Child’s College Education
September 17, 2018
Saving for your child’s college education can seem like a daunting task. Unlike with retirement savings, few clear guidelines exist. College costs vary widely depending on where your…
Weekly Market Digest: Markets Regain Footing as Global Tensions Ease
September 14, 2018
Global stocks rebounded over most of the week as tensions surrounding trade and EM contagion abated. Investors welcomed Treasury Secretary Mnuchin’s invitation to host additional talks…
When Can You Withdraw From Your 401k Or IRA Penalty Free?
September 13, 2018
If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement…
How do You Know When it’s the Right Time to Retire?
September 10, 2018
For many Americans, the decision to retire can be an exciting, but also stressful process. Retirement triggers a significant change in your daily life and introduces a level of uncertainty…
The Journey: Mapping Life’s Financial Decisions
Excerpts from a feature (“The Journey: Mapping Life’s Financial Decisions”) originally published in the Fall 2017 edition of the quarterly magazine Confident Money. (Digital Subscriptions…
Capital Markets Review & Commentary: US Stocks Have a Good Month, But Proper Diversification Remains Crucial
September 7, 2018
For capital markets, August was all about America. US stocks were up, the US dollar was up, and just about everything international was down. The divergence was driven by superior domestic…
Weekly Market Digest: Markets Experience a Volatile Week
After a short week of trading, all major global equity indexes finished the week with negative performance. In the US alone, a tumultuous four days were highlighted by Amazon briefly…
When to Start Saving for Your Child’s College Education
September 6, 2018
Saving for a child’s future education costs is a high priority for many families. With college costs continuing to increase, creating an education savings plan can be complex and…
Retirement Withdrawal Strategy: Crucial to the Longevity of Your Portfolio
September 5, 2018
Saving for retirement is top of mind for many Americans. Am I putting money away in the right places? Will I have enough saved to live the lifestyle I want in my later years? Will I have…
Weekly Market Digest: Apple and Amazon Stocks Up This Week
August 31, 2018
US stocks powered ahead, driven by technology companies. International stocks remained flat as the dollar strengthened and trade talks returned to the headlines. The US and Mexico agreed in…
