Articles from the Investing Category


Donor-Advised Funds for Flexible Charitable Giving

December 11th, 2017

A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF … Read More


New Service: 401(k) Account Management

November 6th, 2017

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a … Read More


Expanded access to non-traditional investments

October 30th, 2017

We have expanded our access to non-traditional investments through an independent exchange called CAIS. This platform provides third-party research reports, analytics tools and streamlined transaction execution … Read More


Lower cost ETFs now transaction-free on TD Ameritrade

October 25th, 2017

Good news! Our preferred custodian, TD Ameritrade, recently announced that they are overhauling their offering of Exchange Traded Funds (ETFs) that trade without commissions. Here … Read More


Correlation and Portfolio Performance

August 31st, 2015

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would … Read More


Five Ways to Manage Risk in Your Retirement Savings Plan

August 13th, 2015

Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, … Read More


Should I be worried about a Federal Reserve interest rate hike?

February 11th, 2015

After years of record-low interest rates, at some point this year the Federal Reserve is expected to begin raising its target federal funds interest rate … Read More


10 Financial Terms Everyone Should Know

February 11th, 2015

Understanding financial matters can be difficult if you don’t understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. … Read More


Easy Math: 1.00% > 0.05% Interest on Cash

January 29th, 2015

As of today, 01/29/15, interest rates paid for online savings accounts are in the 1.00% range and very close to the rates 12 month CDs … Read More


Share Class Conversions for Lower Investment Costs

January 22nd, 2015

Part of our job as financial advisors is to seek out the best investment service relative to fees for our clients. One of the many … Read More