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...READ MORE VIEW ALL POSTS
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 thought it would be helpful to...READ MORE VIEW ALL POSTS
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...READ MORE VIEW ALL POSTS
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%. We’re currently in the midst of the second longest U.S. bull market ever...READ MORE VIEW ALL POSTS
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...READ MORE VIEW ALL POSTS