When markets hit rough patches, I relish being here for you, fulfilling your trust, and working harder than ever to put matters into perspective for you.

At a time of heightened market and political uncertainty, it is always worth re-visiting the investment principles that we believe in, and why we believe them.

The month began with a rebound from October, but the rally was short lived as equity markets across the world retested the October lows as economic data rolled in.

Many people come to a financial advisor in the expectation that the advisor will get them more money.

October truly was a scary month as stocks closed the month well below their end-of-September values.

Beginning on November 1, 2018, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). 

On September 6, 2018, the MSCI Emerging Markets (EM) Index — which tracks stocks in 24 of the world's largest developing economies — dropped 20% below its January high, a level of decline that is commonly considered a bear market.

In this 14-minute podcast, Vanguard Wealth Planning Specialist Boris Wong discusses when Roth conversions make sense from a tax perspective.

As an advisor who has gone through two decades of market ups and market downs, I know very well that investors get very antsy in their portfolios when US stocks markets strongly outperform everything else.

While the quarter was kind to the US markets, the same cannot be said about international markets. 

Recently, as part of the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018, Congress made several changes to credit rules that benefit consumers.

The Medicare Open Enrollment Period begins on October 15 and runs through December 7. Any changes made during Open Enrollment are effective as of January 1, 2019.

Many investors hold substantial tax-deferred retirement accounts such as traditional IRAs and 401(k)s.

Although many families take advantage of 529 plans and other education-specific savings accounts, most will finance college using a variety of sources and account types.

Here's an introduction to blockchain and a glimpse into how this emerging technology might impact the future of businesses around the world.

If you converted a traditional IRA to a Roth IRA in 2017 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo your conversion.

The IRS has released proposed regulations that would shut down some suggested workarounds for the new $10,000 limit on the deductibility of state and local taxes (SALT).

Sound economic policies, in any economic system, must support both the preservation and growth of all forms of capital, not just money capital. On earth, the most important and abundant form of capital is natural capital - the earth’s land, water, and air – without which no other capital formation is possible.

Review 10 key principles to improve your odds of investments success.

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.