Asset Allocation

Simplicity – Quotes

A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…

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A 5-Step Mid-Year Investment Portfolio Checkup

Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm….

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3 Portfolio Checkup Traps to Avoid

Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…

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Market Volatility – What Investors Should Know

Key Points Markets have been unusually volatile so far in 2016, with plunging oil prices, slowing growth in China, steep…

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Time In Market

A Question of Time No one can predict the market’s biggest gains, so staying invested is your best option. One…

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The Importance of Tax-Efficient Investing

When it comes to income, you know that it’s not what you make, but what you keep after taxes that…

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