Blog

Many times we see people that have selected a Target Date Fund (TDF) for their retirement plan figuring this is a good diversified choice. At the Financial Advisor Retirement Symposium, Rob Arnott explained the problems with Target Date Funds. We agree with his assessment and recommend that these investments not be used. …

It's time for March Madness to begin, which means millions of workers will bring their employers' internet to a crawl as they live stream the NCAA basketball games.…

One of the things I'm most excited about in the future are the new possibilities coming from technological and medical advances. In fact, new and better technologies will likely be the catalyst for advances in medicine. …

Check out pictures from the 2015 Variety Telethon this past weekend!…

I'm bringing you two charts-of-the-day displaying interest rates over time. As you can see, Treasury and corporate bond rates are at historic lows and well below average levels.…

A new report by the Employee Benefit Research Institute says that Americans have a retirement savings shortfall in excess of $4 trillion. Yikes! The shortfall for late bloomers is greatest for single females ($65,000/household) and least for married households ($19,500).…

Celtics vs. Lakers. Bird vs. Magic. These were big rivalries in the 80's. As a boy I knew nothing of the Cold War going on at the time, but I surely knew the date of the next showdown between these two teams. Growing up I was a huge Larry Bird and Boston Celtics fan - some may even say an obsessive. My third grade teacher had to pull me aside to tell me that I could no longer incorporate the Celtics into my creative writing stories, I had to find another muse.…

On Friday morning I attended a presentation given by Dr. Peter Diamondis, Chairman and CEO of the X Prize Foundation. Through this organization Dr. Diamondis is pushing the world's top minds to expand our ability to enter space and accomplish other world-changing feats. Through the X Prize Foundation he's offered $10 million for the first private spaceflight to accommodate three civilians to space, as well as $10 million for 100 mile-per-gallon equivalent cars.…

The tax system in the U.S. continues to grow in complexity. Recent examples include burdens placed by the Affordable Care Act and the Foreign Account Tax Compliance Act. This comes at a time when the IRS has reduced staff and its training budget, the result of a budget that's been cut by more than $1 billion since 2010.…

The investment markets, particularly in the US, continue their upward trek. In fact, the S&P 500 has brought positive returns the last six years!…