Are You Confused About Investment Costs?
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when [...]
Tax Planning – The Big Picture
Not unlike that fine painting, your best tax-planning efforts include meticulous attention to the details, as well as to how each action contributes to your big picture. We view effective tax planning as a way [...]
Fighter Planes and Market Turmoil
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have [...]
Finding Your Fiduciary Financial Advisor
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack [...]
An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”
As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure something that is sometimes so [...]
An Evidence-Based Approach to Sustainable Investing Part I: Degrees of Setting The Stage
If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent [...]