Category: Uncategorized

The 401(k) Toolkit

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. I’d like to...

What’s Your Number?

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. We’ve all seen...

Planning for Inflation: An Uphill Battle

I recently spoke with Maryalene LaPonsie from U.S. News & World Report on how inflation impacts retiree investors’ portfolios. You can read the full article here: https://money.usnews.com/money/retirement/baby-boomers/articles/2018-02-22/why-inflation-tops-retirement-concerns Inflation is a hot topic of late. After several years of extraordinarily low inflation rates, wages appear to be increasing and...

#ChangingTheConversation

A recent MarketWatch article reporting that individuals are frequently posting details about their 401(k) balances on social media platforms, in a gloating manner nonetheless, has received attention for providing the latest evidence of investor euphoria, as well as possibly being a “jump the shark” moment for what is...

Bitcoin: Worth the Gamble?

Imagine hanging out in Las Vegas playing your favorite casino game.  Perhaps you are sitting at the hold’em table and the dealer flips the river card that gives you the win.  Or maybe you are at the roulette wheel and your lucky number just hit.  Or better yet,...

Behavioral Economics-A ‘Nobel’ Idea

For most of the financial services world, it has been clear for some time that humans are irrational and act in ways that are not conducive to their own financial wellbeing.  Much of our understanding can be credited to Professor Richard H. Thaler, a pioneer of the discipline...

What should you do following the Equifax Hack?

What should you do following the Equifax Hack? In short, you need to act now! You should assume that your personal information was among the data hacked during the recent Equifax data breach. Equifax claims that approximately 143 million Americans were affected. This stolen information includes addresses, Social Security numbers, birth...

The High of Market Highs: Part 1

Shooting the Rapids Toward Retirement Whitewater rafting is an invigorating experience which draws a global delegation of adventure tourists to our mountain regions each summer. Like many thrill-seeking activities, the rush of shooting the rapids unleashes a full panel of “happy chemicals”— adrenaline, dopamine, and endorphins—which heightens our...