Get expert advice that helps you make sense of your finances
January 8, 2019
Protecting your personal identity has been increasingly important in recent years, as concerns of hackers, data breaches and email scams all potentially expose your most sensitive information to online users. However, what most families do not realize is that Mom and Dad’s account numbers and social security numbers aren’t the only ones at risk anymore. […]
September 12, 2019
Factor investing, sometimes referred to as smart beta or enhanced indexing, is rooted in academic research. In their attempts to better understand the market, researchers have uncovered a number of persistent anomalies in the market. They sought to explain, then systematically exploit these “factors” in the market. As the breadth of this research evolved, researchers […]
May 28, 2019
Beneficiary designations are an extremely important component of an estate plan. They are found on many types of assets such as IRAs, 401Ks, life insurance and annuities and designate who receives the asset after the account owner passes away. The primary advantage of a beneficiary designation is that asset ownership transfers without the complexities and […]
