Investment Consulting

As we are all now well aware, on January 1st, the U.S. Senate and House of Representatives adopted a compromise to address many of the major budget issues that were…

What exactly is sequestration and why are people so up-in-arms about it? You have likely heard this term numerous times over the past few months, with increasing urgency in recent…

Few investors appreciate a smart strategy known as asset location that goes hand-in-hand with asset allocation

Should investors seek to enhance their returns by applying the statistical timing tools of the late Martin Zweig, who called the crash of 1987? The evidence is mixed at best.

It can be helpful to liken a sensible investment experience to working out and eating healthy; easy to understand but difficult to implement consistently over time.

In a new video feature called "Ask the Sketch Guy," Carl Richards explains how hard we need to work to stick with an investment strategy when the world seems shaky.

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…

Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who…

Although many investors have expressed frustration with stock market fluctuations in recent years, the time required to recover losses from the October 2007 peak appears broadly consistent with past cycles.

Judging by the headlines in the financial press, investors spent much of the past year anxiously awaiting one calamity after another that failed to occur.