The new tax law passed last week brings many changes.

The 2017 Nobel Prize for Economic Science has been awarded to Richard Thaler, a professor at the University of Chicago for his lifelong research into how humans relate to money.

Medicare open enrollment runs from October 15th through December 7th.

Give your Retirement Plan a Midyear Checkup - we can help!

This month is the 10 year anniversary of the event that marked the beginning of the global financial crisis and the “Great Recession”. It is tempting to look for indicators that the environment today may be similar or different from the period leading up to the financial crisis. But as we have said before, financial markets have a habit of behaving unpredictably in the short run, and there are important lessons that we, as investors, might be well-served to remember.

For long-term investors, return and return go hand in hand. Finding a balance between these two concepts is the basis for how to allocate your investment portfolio, and how to understand your portfolio performance relative to various market benchmarks.