Asset Allocation

Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …

Read More

Do You Have the Right Investments?

The answer has less to do with finding the single perfect stock or mutual fund.  In fact, the key to…

Read More

Behavioral Finance Quiz: This Is Your Brain on Money

The human brain is not a rational economic actor. When faced with uncertainty, even the best investing minds may throw…

Read More

8 Behavioral Biases That May Hurt Your Investments

Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…

Read More

Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

Read More

What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

Read More