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Total: 50 results found.

With Investing, the Best Recipe is to Put Politics Aside

Created on Friday, 09 September 2016. Posted in Content/our blog

... might never come to fruition. Consequently, retooling your investment strategy based on what may or may not happen months down the road is a risky move. Certainly there are those who will have you believe, ...

How Asset Location Can Help Fatten Your Nest Egg

Created on Friday, 19 August 2016. Posted in Content/our blog

The U.S. tax code is overly complex, not just for the income you earn working in your career, but also for the income you earn from your investments. The good news is that by understanding the different ...

Tools to Help You Make the Most of Your One Financial Life

Created on Monday, 13 June 2016. Posted in Content/our blog

The typical financial advisor loves to focus on your investments—after all, most earn sales commissions for selling you stocks, bonds, annuities, or mutual funds. But the team at Align Wealth Management ...

How to Minimize Taxes in Retirement

Created on Tuesday, 17 May 2016. Posted in Content/our blog

... is not just tax savings but also the potential for greater investment growth. The various account types include traditional IRAs and workplace plans such as 401(k)'s, which are funded with pre-tax dollars. ...

Giving Clients a Fair Shake

Created on Friday, 22 April 2016. Posted in Content/our blog

As we've previously written, there's a big difference between stockbrokers and true financial advisors. Brokers are salespeople: Because they're paid to sell you investments or insurance, they operate ...

Maximize Your Returns by Minimizing Your Taxes

Created on Thursday, 17 March 2016. Posted in Content/our blog

Everyone loves earning money, including investment gains—but what's most important is how much you keep after taxes. And as you know, taxes are becoming a higher hurdle. The top rate is now 39.6%, plus ...

Your Portfolio’s Secret Weapon

Created on Thursday, 18 February 2016. Posted in Content/our blog

... way of "repricing" stocks, bonds and other investments that have become expensive relative to their fundamentals. It's important to remember that, while we're experiencing some turbulence, we still ...

Our 2016 Prediction: Market Predictions Will Err

Created on Tuesday, 19 January 2016. Posted in Content/our blog

... gambling with your future. Rather than invest on the shifting sand of market predictions, wise investors follow the path that has been proven to be effective: Create a globally diversified investment ...

Turning Investment Losses Into Gains

Created on Friday, 11 December 2015. Posted in Content/our blog

Even in a bull market, certain investments within a diversified portfolio are likely to post losses. The good news, though, is that these losses can be put to good use through a process known as tax-loss ...

Bringing the Evidence Home

Created on Tuesday, 20 October 2015. Posted in Content/our blog

Welcome to the final installment in our Evidence-Based Investment Insights: Bringing the Evidence Home. We hope you've enjoyed reading our series as much as we've enjoyed sharing it with you. Here are ...

Behavioral Biases: What Makes Your Brain Trick?

Created on Monday, 17 August 2015. Posted in Content/our blog

... biases that arise from our wiring, and how they can sabotage even the best-laid investment plans. Behavioral Bias #1: Herd Mentality Herd mentality is what happens to you when you see a market movement ...

The Human Factor in Evidence-Based Investing

Created on Wednesday, 08 July 2015. Posted in Content/our blog

Over the past several months, our blog series on evidence-based investing has explored the ways we can use stock and bond market factors to help drive an effective investment strategy. We turn now to ...

What Has Evidence-Based Investing Done for Me Lately?

Created on Wednesday, 10 June 2015. Posted in Content/our blog

In last month's blog, "Factors That Figure in Your Evidence-Based Portfolio," we discussed key factors that are used in constructing evidence-based investment portfolios. Now let's look at a few additional ...

Factors That Figure in Your Evidence-Based Portfolio

Created on Tuesday, 12 May 2015. Posted in Content/our blog

If you're a reader of our blogs, you know we're proponents of evidence-based investing: The practice of grounding investment strategy in rational methodology. Evidence-based investing strengthens your ...

The Essence of Evidence-Based Investing

Created on Monday, 06 April 2015. Posted in Content/our blog

... no guarantees that you'll earn the returns you're aiming for, or even recover your investment. This leads us to why we so strongly favor what is known as evidence-based investing. Grounding your strategy ...

What Drives Market Returns?

Created on Tuesday, 10 March 2015. Posted in Content/our blog

In last month's blog, "Get Along, Little Market," we discussed the benefits of diversifying your investments to minimize avoidable risks, manage those that are unavoidable when we're seeking market gains, ...

Get Along, Little Market

Created on Tuesday, 17 February 2015. Posted in Content/our blog

As we discussed in our previous blog, “Managing the Market’s Risky Business,” properly diversifying your investment portfolio helps to minimize unnecessary risks and better manage those that remain. But ...

Managing the Market’s Risky Business

Created on Friday, 09 January 2015. Posted in Content/our blog

... low-cost exposure to a variety of capital markets around the globe. Today, we'll expand on the benefits of diversification, beginning with its ability to help you better manage investment risks. Most ...

The Full-Meal Deal of Diversification

Created on Wednesday, 03 December 2014. Posted in Content/our blog

... helping you to simultaneously lower investment risks and potentially improve your returns. While they may seem almost magical, the powers of diversification have been well documented and widely explained ...

Ignoring the Siren Song of Daily Market Pricing

Created on Tuesday, 21 October 2014. Posted in Content/our blog

... there are reports that a fungicide is attacking Florida trees, orange juice futures may soar, as the market anticipates shrinking supply. But what does this mean to you and your investment portfolio? ...