Here’s What We Think

An almost daily refrain in the financial media recently is, “When will the stock market bottom and start to rise again?” That’s a good question. The answer is, “Nobody knows!”

Now is a good time to revisit some basics of personal financial planning... Let's dive in!

Many investment strategies are based on a model for financial markets called Modern Portfolio theory. The idea is that market participants are rational actors who operate within a particular framework. The last few decades have seen a new theory emerge, one built on behavioral finance. Let us look at each!

There are a lot of seemingly small, trivial steps you can take to prevent some family friction when discussing beneficiaries...

To answer that question, let’s begin with a common question we hear from people, “How do I compare to others in my preparedness for retirement?"... Let's dive a little deeper...

Asset allocation strategies are also used in portfolio management. When financial professionals ask you questions about your goals, time horizon, and tolerance for risk, they are getting a better idea of what asset classes may be appropriate for your situation.