One of my favorite movies of 2015 was “The Martian.” It combined science and determination with a good dose of humor. Interestingly, I think these elements are also present in a truly thoughtful investor. As…
As Baby Boomers continue to retire, questions about the costs associated with long-term care continue to concern them. Questions we commonly hear include: Exactly how will I pay for long-term care if my spouse or…
It’s that time of year again—the winter months have set in and many of us are already yearning for escape to warmer weather. If you’re in the process of planning a trip abroad this winter,…
Most of the time, investors focus on actively considering options to add to their portfolios. Will this investment offer a better return? Will that choice balance out their risk a little better? It’s not as…
There’s nothing shoppers like more than a good sale. Buying what you want at 10% off, 20% off or even a higher percentage discount feels like a rewarding experience--a conquest of sorts. When you bring…
Are people too comfortable with what’s familiar to them? We know that familiarity tends to create confidence. After all, we often want to do business with friends and family members, dine in restaurants we’ve visited…
Stocks have come a long way since the S&P 500 hit a relative low in March 2009 at the superstitious value of 666. As of March 2013, the S&P 500 is up—trading above 1,500 points. That number…
That's what catchy advertisements want you to think, but after looking under the hood, you'll quickly realize investors are making tradeoffs that could potentially damage their long term plan. In a nutshell, an Indexed Annuity…
With the presidential election coming up in November, many investors may view the outcome of the vote to be a momentous occasion that could affect the course of the stock market. Our view is that…
How risky are stocks today? How likely are investors to lose money if they hold for longer time periods, like three or ten years? We believe that valuations may help investors to assess that risk.…
