/ Investing and the Economy Going the distance: How can I build endurance for difficult markets? The Dow posts a record high…the markets tumble in heavy trading by WORTH
/ Investing and the Economy How can I minimize the negative effects of my behavioral biases? Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do by WORTH
/ Investing and the Economy Does evidence really matter in investing? When deciding what is in our best interest, we have a tendency to default to decisions based on greed and by WORTH
/ Investing and the Economy Is there a recession coming? Since early this year, many economists and Wall Street pundits have been discussing the possibility of a recession appearing soon by WORTH
/ Business Ownership What is the new “fiduciary rule” and how does it affect my business? Unless you’re in the financial advisory business or some related field, it’s unlikely that “fiduciary” is a word you use by WORTH
/ Investing and the Economy Where should investors turn in their search for yield? The Federal Reserve’s zero interest-rate policy, now in its seventh year, has generated significant debate regarding the policy’s impact on by WORTH
/ Investing and the Economy Brokers vs. RIAs: What’s the difference? Most investors like to have guidance when making their decisions by WORTH
/ Investing and the Economy How can volatility be your friend? It’s been hard to know how to react to the recent market volatility, or whether to react at all by WORTH
/ Investing and the Economy Why were academics trumpeting the value of index funds in the late ’90s? In 1999, the world of investing was a pretty happy place by WORTH
/ Investing and the Economy How do I know my investment portfolio is performing the way I need it to? The average shoe size for an American man is size 9; for an American woman, it’s size 7 by WORTH
/ Investing and the Economy How might a shift in Fed policy, in this rising rate environment, affect my investments? During the seven years between December 2001 and December 2008, the Federal Open Market Committee (FOMC) altered the target Fed by WORTH
/ Investing and the Economy How can I benefit from a team approach to investing? Individuals play the game, but teams beat the odds. by WORTH
/ Investing and the Economy Does buying bonds make sense when record-low interest rates start going up? The long-protracted wait for the Federal Reserve to raise interest rates for the first time in nearly a decade is by WORTH
/ Investing and the Economy How essential is account-aggregation technology to a holistic financial plan? Account-aggregation technology is an automation system for gathering position and transaction information from investors’ retail accounts held at banks and by WORTH
/ Investing and the Economy Is the “magic number” a magic bullet? We frequently hear that each of us has a “magic number”—the amount of money we need in order to not by WORTH
/ Investing and the Economy How do I rebalance ahead of the next recession? The question is not ‘if,’ but rather ‘when’ the next recession will come by WORTH
/ Investing and the Economy Is there a case for dividend-paying stocks during interest-rate hikes? After postponing previous plans to raise interest rates, the Federal Reserve finally embarked on its intended course, with its first by WORTH
/ Investing and the Economy Where is the inflation people keep talking about? When most people think of inflation, they view it as a measure of the cost of goods increasing in price by WORTH
/ Investing and the Economy Should I consider triple-net leased investments for diversification and cash flow? For investors seeking an attractive yield and diversification benefits within their portfolios, triple-net leased (NNN) real estate investments may present by WORTH
/ Investing and the Economy What’s going on with billionaires? It is our observation that people are curious about those who have great wealth, evidenced by persistent media coverage of by WORTH
/ Investing and the Economy When should I diversify a concentrated stock position? How much is too much? How do I avoid a potentially large tax bill and still diversify? When is the by WORTH
/ Investing and the Economy ETFs: Are they too big to fail? Impressive growth might suggest that ETFs add tremendous value for investors, but we’d suggest taking a closer look. by WORTH
/ Investing and the Economy How can I best navigate an increasingly complex investment world? Things aren’t as simple as they used to be: Modern technology has brought many great things, but sometimes we can by WORTH
/ Investing and the Economy Can cash balance plans give my tax savings a tax-advantaged boost? In 2014, many of the country’s high-income earners will retain less of their earnings than in previous years by WORTH