While false, ugly, and bad news abounds these days, I am also seeing signs that more and more people now recognize that preservation and growth of all forms of valuable capital are vital to the future.

Many people now work into their retirement years, with implications for Social Security and other retirement benefits.

Many clients ask us about long-term care insurance. This is a complex and challenging marketplace. We may be able to help.

The President of the United States has recently raised tariffs yet again on Chinese products entering the United States, has demanded that US companies cease doing business in China, and has asserted that he has the right to enforce the latter.

The yield curve at the beginning of 2017 reflected strong optimism about future growth, while the curve on August 14, 2019, suggested a much more pessimistic outlook.

September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you risk being humbled by the complexity of the markets. 

The service that it provides allows advisors to ask their clients a list of questions related to financial risk and then assigns a number based on those answers.

Today, we are thrilled to announce enhanced Riskalyze GPA™ analytics, including holdings-level GPAs. Now advisors can answer questions like "how can I easily determine the best investment in a given sector or category?"

The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year.

When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.

Does your portfolio include long-term highly appreciated stock? It just may be the best asset to donate.

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about.

Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

The relationship between oil prices and economic growth has become more complicated in recent years. Conflict in the Persian Gulf has spurred modest oil price volatility in recent weeks, but prices didn't spike to high levels seen during some past conflicts.

Initial public offerings (IPOs) often attract media and investor attention, especially when familiar brands become broadly available to investors for the first time. New Dimensional research reveals some of the access and performance challenges that IPO investors face.

There are many ways to give to charity. The chart below can help you decide which one is right for you.

When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you'll want to make sure you've considered your decision from every angle.