In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
The past week was full of earnings data, economic data, and commentary from two major central banks, but the market shrugged off the busy event calendar, remaining near record levels.
Regardless of political views or feelings about the election result, there’s a fascinating case study on stock market behavior here, and it is worth unpacking what happened purely from an investment perspective.
Whether you're looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor.
Commodities such as oil, gold, agriculture, etc., can make for a difficult investment. As an investor, sometimes the experience is far different from what you expected.
Recently there were some enhancements made to your client portal. We've incorporated these into a new client view that we think will improve your online experience.
In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.
Feb 3, 2017 Weekly Market Recap