Monthly Archives

September 2015

A Focus on Fixed Income

By | Investment Consulting | No Comments

Anyone who is keeping even a casual eye on financial headlines these days is aware that fixed income returns have been a moving target for a while now – at home and abroad. Instead of expending valuable energy on perennial uncertainties, we would suggest that the more practical approach to managing your portfolio – the fixed income and equity portions alike – is to optimize the components that are more readily within your control. Fortunately, there are a number of solid, evidence-based strategies we can suggest to guide your way.

Read More

Beneficiary of a Trust? What You Need to Know

By | Advanced Planning | No Comments

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by unique provisions established by the creator of the trust or “grantor.” As a trust beneficiary, you have certain rights. But to ensure that your financial and other interests are fully protected, you need some basic information about different trust structures and their management.

Read More

Three Key Investment Strategies Hidden in Plain Sight – Plain Sight Strategy #3: Controlling Costs

By | Investment Consulting | No Comments

As financial professionals, we deserve to be fairly compensated for our efforts. But as an investor, you deserve full disclosures and clear explanations, so you can determine for yourself whether the costs are justified. We look forward to helping you join us and a growing community around the globe as we advocate for the importance of clarifying and controlling investment costs. If we could offer only one piece of advice on the matter, we would conclude by urging you to forever heed this familiar adage: If it sounds too good to be true, it probably is.

Read More