Financial Planning
The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful strategies, and to provide additional resources that may be useful for anyone who is thinking about how to optimize his …
Financial Planning
Life insurance can be a highly effective risk management tool that should have a place in most Americans’ comprehensive financial plans, but life insurance products should not be viewed as investments for a number of reasons. For most people, a term life insurance policy …
Quarterly Commentary
“I’m the straw that stirs the drink.” – Reggie Jackson (a.k.a., Mr. October), Baseball Hall of Fame Right Fielder Over the past year, strength in the value of the dollar has largely dominated asset class returns and has been at the …
Quarterly Commentary
“If a man takes no thought about what is distant, he will find sorrow near at hand.” –Confucius When it comes to markets, no one can perfectly predict the future. When we manage our clients’ assets, our focus is on managing …
Financial Planning
For many individuals, an Umbrella insurance policy is an important form of added protection; for affluent individuals, such coverage can be critical. The maximum possible loss that can impact a policyholder’s possessions is generally quantifiable and limited by their value; …
Financial Planning
The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound …
