INSIGHTS

Intuitively, we know that taxes reduce returns. The chart below illustrates how much the federal government withheld from one hypothetical investor following a simple long-term investment strategy.

The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it.

Occasionally, we get asked whether someone should buy a specific investment. We also get asked about the market, the economy and specific things like gold, the Facebook initial public offering,…

Australia's champion racehorse Black Caviar is unbeaten over twenty-one races. Think of her as a growth stock with four legs. The high probability of a win means your expected return…

If there were no return, there would be no capitalism. This is not a perfect system by any means. There are questions by some about its efficiency and by others…

When you begin to search for a financial advisor you want to work with a professional that you can trust and that has your best interests at heart; especially since…

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…

The surge in stock prices around the world in the first quarter serves as a reminder that predicting market trends can be a frustrating business.

In the ongoing debate about the fiduciary standard, it continues to be difficult explaining to the public just what fiduciary is and means, and how there's a difference between brokers…