MedicareAEP

Medicare Open Enrollment Period Begins October 15

The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity […]

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A True Investment/Fish Story

A True Investment/Fish Story Key Takeaways Whether you’re fishing or investing, patience and persistence are keys to success. Just as anglers can’t predict exactly where and when the fish will bite, investors know you can’t predict exactly when the capital markets will produce above average returns. But we know from history, if we miss those […]

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Periodic Table of Returns

Periodic Table of Investment Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For […]

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How Much Income Do You Need in Retirement?

It is an often asked question, but one that does not have a singular answer. How do you determine what percentage of pre-retirement income you may need to maintain your desired lifestyle in retirement? Marlena Lee, PhD, of Dimensional addresses this important question in the following video: video platformvideo managementvideo solutionsvideo player More detailed information […]

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Simplicity

Keeping things basic is the key to successful investing, fly fishing and so many other human endeavors. Key Takeaways A simplified, low-cost, evidence-based portfolio is the best solution for most investors. The vast majority of investors don’t need hedge funds, structured notes, options, futures or day trading to be successful. If you have complex instruments […]

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Is It Time for You to Invest Unconventionally?

The evidence says yes! Key Takeaways Research shows that investors in actively managed equity funds have earned only half of what they could have earned by investing in the unmanaged S&P 500. Conventional investing limits your returns due to the need for predictions, adverse investor behavior, media bias and the social element. Evidence-based investing is […]

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Top Five Lessons I’ve Learned about Investing

Always be skeptical, focused, fact-based, cost-conscious and diversified. Key Takeaways After 30 years in business and after years as a NASD arbiter, I’ve learned a several key lessons that I use every day in my practice. Successful investors always maintain a healthy level of skepticism; they don’t rely on hunches and keep a close eye […]

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