Living Longer With Plenty Of Money

J. Craig Venter of Human Longevity, a genome sequencing company with the objective of extending healthy human life, believes that individuals can live into their 90s “with good health and vitality.”  The reason?  Life expectancy is … [Read more...]

SEC Proposals: Ironic Harm to Mutual Funds?

Regulatory changes for financial services are common.  The environment is ever-changing, especially in periods following large market fluctuations.  These market disruptions offer a prime opportunity for regulators to propose new rules in … [Read more...]

Retirees: Consider Tax Smoothing

Retirees may not want to take their retirement distributions through the traditionally recommended path. The traditional path is premised upon “deferring taxes for as long as possible.” Some advisors now see another option as a more … [Read more...]

Boomers Go Bust: What to Know About Escalating Health Care Costs in Retirement

Individual baby boomers are not alone in worrying if they have set aside enough funds to retire comfortably and afford continual health care. Financial advisors have previously suggested to plan to replace approximately 80 to 85% of … [Read more...]

How to Respond to a Market Correction  

Everyone wants their nest egg to steadily grow, providing a financial cushion for the future. There are times that growth is more of a dance with a few steps forward, followed by a step back. Market correction is inevitable and though it … [Read more...]

Do You Have a Personalized Investment Policy Statement?

Savvy Investors Use an Investment Policy Statement If your goal is financial independence, an Investment Policy Statement (IPS) is key in achieving it.  Individuals looking towards retiring want to ensure that they and their family are … [Read more...]

Market Commentary – June 2015

Uncertainty and volatility gripped the global financial markets, putting the brakes on stock market performance and driving down bond market returns. Most notable, Greece’s long-standing debt crisis finally reached a tipping point. Late in … [Read more...]

Investing through the Washington mess…

For investors, the most important decision they face in the weeks ahead will be deciding how to invest in a world in which the U.S. political system has shut down parts of the Federal Government and is threatening to default on U.S. … [Read more...]