All Articles

Is Private School Worth It?

Is Private School Worth It?

Weighing the Choice Between Public vs. Private School Almost as soon as their children are born, most parents will face a big decision that will impact not only their kids, but also their finances: Should they send their kids to a public or a private school? And, is...

Guide to Saving for a Child’s Education

Guide to Saving for a Child’s Education

There’s no doubt about it – education can be expensive. The cost of college tuition has risen over the past few decades. In fact, the average tuition for an American private, nonprofit four-year school has seen a 129% increase since 1988.

What Moved the Markets in August?

What Moved the Markets in August?

The Trade War Trade tensions with China escalated in August, dragging stocks lower for the month. President Trump surprised markets with additional tariffs and China responded by devaluing its currency and halting purchases of US agricultural goods by state owned...

On Recent Market Volatility

On Recent Market Volatility

August was a wild month for capital markets. It can be hard not to get nervous about your portfolio when the market tickers are red more often than green, and you’re reading about an inverted yield curve as a predictor of bad things to come. So, we wanted to weigh in...

Understanding Sequence Risk

Understanding Sequence Risk

If you are like lots of investors, you’ve probably never heard of sequence risk — also called sequence-of-returns risk — but it is a particularly pertinent concept for those nearing or just entering retirement. Simply put: Sequence risk refers to the order or the...