Tuning Out the Noise

The investment world is a noisy place. Headlines. Speculation. Panic. How do we tune out all of the noise to decide when to stay put and when to get out? Your best bet is to find a financial advisor you trust, and develop a long-term strategy that helps you achieve your goals. Watch the video below… Read More »

HSAs: An Off-Label Prescription for Retirement Saving

Planning for Retirement with Health Savings Accounts (HSAs)

Choosing a health insurance plan involves a complex analysis of premiums, deductibles, out-of-pocket maximums, and tax costs. The right choice depends on an individual’s policy options, budget, and expected health care needs. The rapid growth of high-deductible health plans (HDHPs) and health savings accounts (HSAs) adds more complexity to the decision but also creates a… Read More »

Nine Experts, Four Surprises, and One Million Dollar Bet

Nine Experts, Four Surprises, and One Million Dollar Bet

In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several examples during 2017 that provide perspective on what guidance investors may want to follow, or not follow, in order… Read More »