In recent months my colleagues and I have spent considerable time talking to clients about what not to do in the face of the recent market volatility: don’t panic and abandon your asset allocation strategy.
The most recent edition of our Quarterly Newsletter featured an article titled, "Aging and Your Financial Plan," where we discussed the good news/bad news future for retiring Baby Boomers.
The good news is that we're living longer!
Preparing your tax return can be as exciting as visiting the dentist to get a root canal. Even the most proactive among us will procrastinate.
Financial planning isn’t easy, especially when you’re busy with a career, running a family, and/or taking care of a household.
The term "fiduciary" has been in the financial press a lot during the past 12 months, as regulators have proposed new rules governing the fiduciary responsibilities of financial advisors, and as some groups have opposed the proposed regulations.