Three Keys to Investor-Centric Portfolio Construction.

We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.

When Market Experts Disagree

Investing through Market and Political Uncertainty

The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.

Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.

Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.