The December 2016/January 2017 edition of “The Accountant”, published by the Oregon Society of CPA’s, included our article on Core Financial Planning Areas for Your Clients. The article highlights a number of areas where CPAs can assist their clients, including: – financial statements – risk management – tax management – education planning – investment management […]
The 2017 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2017. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your retirement plan salary deferrals for 2017. Of course, if […]
In his recent Insight column for the Financial Times, Dan McCrum described gold as “the perfect medium for pseudo-analysis”, and argued that the price of gold can never be more than fashion. Click here to read his thought-provoking piece from October 12, 2016.
The Big Mac index was invented by the British news magazine The Economist in 1986 as a half-serious guide to whether currencies are at their “correct” level. It’s based on the theory of purchasing power parity (or PPP), which is the idea that in the long run, exchange rates should move toward the rate that […]
Most investors are aware that US stocks have out-performed many other asset classes over the past several years, with emerging markets and some developed markets generating particularly disappointing results. The main reasons for this disparity are relatively well-known – the US economy has performed relatively well, while emerging markets have been impacted by a collapse […]
Click here to read our fourth quarter market commentary.
Nobel laureate and M.I.T. professor of economics Robert Merton doesn’t think much of target-date funds. Excerpts from the November 2, 2015 online edition of Advisor Perspectives: Target-date funds are an exceptionally bad way to save for retirement, according to Robert Merton. Merton is a professor of economics at M.I.T. and was awarded the Nobel Prize […]
Springwater’s July 2015 Newsletter Please click on the above title to read our latest newsletter.
We’ve just added a number of new educational and informative videos to the Springwater library. You can view them on our website here.
Springwater’s May 2015 Newsletter Please click on the above title to read our latest newsletter.