Articles

Many people lack the time and expertise to develop an intelligent retirement asset allocation plan.

We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

Although it would be wonderful if we lived in a world that lived up to the ideals of the Utopian Vision, we believe along with Stephen Pinker that reality supports the Tragic Vision.

Your opinions depend on your view of humanity.

A good estate plan is every bit as useful during your lifetime as it is at your death. No matter your age or how much (or how little) money you have, there are three essential estate planning documents you should have.

The most important product of estate planning is achieving family harmony.

Both economists and reasonable citizens understand that reforming our Social Security system is inevitable.

Without a doubt, the best single annuity option for any client – that is, the option that creates the higher monthly cash payment – is to delay Social Security.

Historically September has one of the worst averages, but this year it provided very good returns.

Even the negative or inconsequential effects of welfare often fail to convinced some people that a new system of assistance is necessary.

It can be tricky to figure out who your “next of kin” is, so here’s a handy flowchart to help you figure out who gets everything you leave behind if you don’t have a will.

We recommend investing in countries which are high in economic freedom and low in debt and deficit.

Northern European countries averaged 6.23% in September 2013.

At the reunion, Bogle shared that he’s just a common guy with some really good ideas.

Having a plan not to run out of money is priceless.