September 18, 2017 • Investing

Book Review: Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing, by Joel Tillinghast

We recently read Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing, a new book written...

August 28, 2017 • General Planning

Record Retention – Boring but Important (and a Time-Saver)!

Being organized and maintaining records is not everyone’s idea of fun (ourselves included). Further, it’s an up-front investment of time. Still, clients occasionally ask us whether and how long to retain certain documents so we...

June 1, 2017 • General Planning

529 Savings Plans – Hard to Beat!

With an all-in four-year cost that can exceed $250,000, saving and investing wisely for college is challenging but imperative. We believe 529 savings plans (from Section 529 of the Internal Revenue Code) are among the best options for parents, grandparents and anyone else with...

March 13, 2017 • Markets

Mid March 2017 Stock Market

Through March 10, the S&P 500 Index (benchmark for large cap U.S. stocks) has returned 6.4%. Since the election last November, the market has gained a very strong 15%. And since the market lows in March 2009, the S&P 500 has advanced roughly 250%...

January 3, 2017 • General Planning

Financial Resolutions for 2017

The beginning of a new year can be a great time to evaluate whether you’re on track to achieve your goals and whether there have been any significant changes in your financial circumstances over the past year. Issues that might be looked at include...