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Rising interest rates have been a concern among bond investors for many years.  The Federal Reserve is signaling that they remain on track to raise interest rates in 2015, which means that the wait may be finally over. While the Fed may raise short-term interest rates in 2015, longer-term rates are Read more…

Forbes reached out to an array of investment advisers, including myself, to share their most beloved mutual funds. Read more…

I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…

If, as many investment experts are saying today, volatility is the new normal in equity markets, it makes even more sense than ever to structure a portfolio that can help isolate you to some extent from these major market swings. Read more…

A few months ago we discussed keeping return expectations in check as higher valuations increase the probability of lower returns.  We have no idea what the future holds and whether lower stock returns will come to fruition, but we do expect stocks to provide you with the best chance of outpacing Read more…

Today we continue a discussion that began with defining risk and then focused on measuring the risk/return tradeoff. To briefly summarize those articles, we learned: Read more…

A common dilemma that everyone faces at one time or another is the choice of whether to manage your own investment portfolio or hire the help of a financial professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this Read more…

In an earlier post, we started the process of defining risk by introducing three key ideas: Read more…

Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…

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