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The Viability of the Value Premium, Part 2: The Long Perspective

Created on Thursday, 15 August 2019. Posted in Content/our blog

... only other misbehaving “investment” we would put up with for that long. However, we prefer to consider value stock performance over a decade or more, since the expected outperformance can go into hiding ...

The Viability of the Value Premium: Part 1

Created on Friday, 26 July 2019. Posted in Content/our blog

... assume you’ve already embraced this advice, and are relatively comfortable maintaining your investment resolve. You also may be aware that investments concentrated in value stocks have delivered higher ...

Who We Serve

Created on Tuesday, 18 June 2019. Posted in Content/about

... preservation. Investment Management We want to protect what you’ve worked so hard to build, but we also understand that it’s important to continue growing your assets in order to meet your family’s ...

What Is Liquidity, and Why Should You Care?

Created on Tuesday, 04 June 2019. Posted in Content/our blog

Are your investments liquid or illiquid? When a holding is liquid, you can sell it for a fair price whenever the market in which it trades is open for business. If it’s illiquid, you can’t. Cash and ...

Understanding Asset Allocation

Created on Wednesday, 01 May 2019. Posted in Content/our blog

Asset allocation is ingrained in how we manage our clients’ investment portfolios. But what exactly does it mean? An asset is anything beneficial you own or have coming to you. For our purposes, it’s ...

Understanding Charitable Giving Through Donor-Advised Funds

Created on Monday, 11 February 2019. Posted in Content/our blog

... investment policies, and transfer and liquidation policies. We hope you’ll lean on us to help you make a final selection, and meld it into your greater personal and financial goals. As Wharton Professor ...

Six Steps for Financial Well Being in 2019

Created on Tuesday, 01 January 2019. Posted in Content/our blog

... React. Just stand firm. Seriously. If you have a well-structured investment portfolio, guided by a relevant investment plan, your best move in hyperactive markets is to let that plan be your guide. That ...

Global Diversification Is Key in Volatile Times

Created on Friday, 16 November 2018. Posted in Content/our blog

... there is no moment like the present to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest financial goals. Global ...

Demystifying Investment Jargon: What Is Correlation?

Created on Wednesday, 27 June 2018. Posted in Content/our blog

... with one another, we can combine these diverse “pieces” (your individual investments) into a greater “whole (your investment portfolio.) By doing so, we can help investors – you! – to better weather the ...

A Focus on Fixed-Income

Created on Thursday, 24 May 2018. Posted in Content/our blog

... evidence-based strategies to guide the way. Guiding Rule #1: Invest According to a Sensible, Customized Plan There’s no substitute for having a detailed investment plan, ideally written and signed. ...

A Financial Survival Guide for Surviving Spouses

Created on Thursday, 26 April 2018. Posted in Content/our blog

... of what you’ve got. Reach out. Continue reaching out to others to address your evolving needs. Your financial advisor can help organize your investment accounts, shift ownerships as needed, close ...

Eight Tips for Navigating Market Downturns

Created on Monday, 02 April 2018. Posted in Content/our blog

... When you become mired in the minutiae, it's hard to retain your long-term perspective. 4. Revisit your carefully crafted investment plans (or make some). Even if you yearn to go by gut feel during a ...

Is it Time to Rebalance Your Portfolio?

Created on Thursday, 01 March 2018. Posted in Content/our blog

... and so on. Assigning these weights is called asset allocation. Then time passes. Because markets don't move in tandem, your investments stray from the original allocations. Even if you've done nothing, ...

2018 Financial Best Practices

Created on Monday, 29 January 2018. Posted in Content/our blog

... or removed. If you haven't performed an insurance audit recently, put it on your list. 3. Scrutinize your debt load. Investment returns will only take you so far if excessive debt is weighing you down. ...

ABCs of Behavioral Biases: The Last Word

Created on Thursday, 28 December 2017. Posted in Content/our blog

... we provide a summary of the behavioral biases we've discussed. We hope you will find it to be a helpful reference when you find emotions are impinging on your investment strategy. Nobel laureate Daniel ...

ABCs of Behavioral Biases: O to T

Created on Thursday, 28 December 2017. Posted in Content/our blog

... Investors who dwell on recent events risk taking their eye off the ball and undercutting their most rational, evidence-based investment decisions. Sunk Cost Fallacy The sunk cost fallacy is why many ...

ABCs of Behavioral Biases: H to O

Created on Tuesday, 28 November 2017. Posted in Content/our blog

There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. We continue with the most significant ones by looking at Hindsight, ...

ABCs of Behavioral Biases: F to H

Created on Tuesday, 28 November 2017. Posted in Content/our blog

... context. Investors who succumb to narrow framing may fall off course and incur unnecessary costs by chasing or fleeing isolated investments. Greed Like fear, greed requires no formal introduction. ...

ABCs of Behavioral Biases: A to F

Created on Thursday, 26 October 2017. Posted in Content/our blog

... Evidence-based investing informs us, the best time to sell a holding is when it's no longer serving your ideal total portfolio, as prescribed by your investment plans. What you paid is irrelevant to that ...

The ABCs of Behavioral Biases

Created on Wednesday, 25 October 2017. Posted in Content/our blog

... of the behavioral biases that influence your investment decisions come from myriad mental shortcuts we depend on to think more efficiently and act more effectively in our busy lives. Usually (but not ...

Building a Healthy Relationship with Investment Risk

Created on Tuesday, 15 August 2017. Posted in Content/our blog

... with risk is critical to developing and maintaining your investment strategy. A little anxiety about risk is just human nature; how you deal with risk can make you a better or worse investor. Some reactions ...

Financial Planner Interview

Created on Wednesday, 02 August 2017. Posted in Content/resources

...    How many of the following services do you provide? Goals Clarification and Review  Tax Planning Estate Planning Complete Insurance Review  Investment ...

Retirement Savings: A Little Goes a Long Way

Created on Wednesday, 07 June 2017. Posted in Content/our blog

... aside for your children’s education often take precedence. In reality, though, retirement should always be at the forefront. We often speak to investors who feel a sense of investment paralysis when ...

Dissecting the Robo-advisor Trend: Do I Still Need a Human Advisor?

Created on Wednesday, 15 March 2017. Posted in Content/our blog

... roughly 22 percent of all assets managed by registered investment advisors. A number of large investment firms already offer robo-advisor platforms, and more are adding the feature this year or considering ...

Starting Out the New Year Right

Created on Tuesday, 17 January 2017. Posted in Content/our blog

... You can set up a recurring transfer from your checking to a savings or investment account. Or you could have a portion of your paycheck directed into a tax-advantaged retirement account such as a 401(k). ...

Investing Resolutions for 2017

Created on Tuesday, 13 December 2016. Posted in Content/our blog

... portfolio, you also need to make sure that you remain adequately diversified and don’t become too highly concentrated in one particular investment or sector. Periodic check-ups can help ensure your portfolio ...

The Importance of Rebalancing

Created on Friday, 11 November 2016. Posted in Content/our blog

... asset allocation is a good first step. How you allocate your assets is a very personal decision that will depend largely on your age, tolerance for risk and investment goals. For instance, someone nearing ...

Cashing Out Is Not a Cash Cow

Created on Thursday, 13 October 2016. Posted in Content/our blog

... idea at first, there are more downsides to cashing out than you might think. A sounder course of action is to stick to your long-term plan and not let Election Day distractions disrupt a sound investment ...