Not all investment managers are created equal. Performance records, fee structures, investment philosophies, and the actual people making decisions all matter — and all change over time. A fund that was excellent five years ago may be a very different animal today. We maintain ongoing due diligence so you don't have to. We track manager changes, evaluate performance in context, and monitor whether the investment vehicles we've recommended for you continue to deserve their pla

Employer-sponsored retirement plans are often the largest savings vehicle in a person's financial life and one of the most neglected. Most people select their fund lineup when they're first hired and never look at it again. We review your workplace retirement plan with the same care we give to your other investments. We evaluate the available options, assess costs, check your allocation against your overall portfolio, and make specific recommendations to help you get the most

Image via Freepik We help clients improve their investment performance. Research shows that working with a qualified investment advisor...

You've spent decades dutifully socking money away in your retirement accounts. The government says it's time to start taking that money out. And if you don't, they'll penalize you. Huh? Welcome to the world of Required Minimum Distributions, or RMDs for short. It's one of those quirky little corners of the tax code that can trip up even the savviest retirees if they're not careful. So, what exactly are RMDs? In a nutshell, they're the minimum amount the IRS requires you to wi

Investing can feel intimidating, but the core principles are surprisingly simple. Here are three keys: Markets Work: Over the long term,...

Retirement planning can be daunting, especially if you're in your 40s and still need to start saving. But the good news is that there is...

In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...

I often get questions from grandparents wondering if opening a Roth IRA for their young grandchildren is a smart financial move. And the...

Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...

We help you stay up to date on changes in the investment world. Advising yourself regarding your investments is similar to representing...