by Springwater Wealth | Feb 17, 2014 | Investment Management
According to Bloomberg News, hedge funds returned an average of 7.4% in 2013, marking the fifth straight year of under-performance versus the broad stock market. You can read the entire January 7, 2014 Bloomberg article here.
by Springwater Wealth | Feb 17, 2014 | Investment Management, Retirement Plans
The Atlantic’s Matthew O’Brien recently published an article highlighting the adverse impact that high fees and expensive actively-managed mutual funds can have on your retirement. You can read the entire article here.
by Springwater Wealth | Feb 14, 2014 | Investment Management, Wealth Management
The Wall Street Journal’s MarketWatch recently published an article that reinforces the case for properly diversifying your portfolio across a range of asset classes. The article also helps dispel the myth that a “boring” diversified portfolio will...
by Springwater Wealth | Feb 3, 2014 | Financial Planning, Services, Wealth Management
On March 23, 2010, President Obama signed into law the Patient Protection and Affordable Care Act, also referred to as the ACA or Obamacare. Among its provisions, the ACA includes a new 3.8% tax on net investment income that is applied to individual taxpayers...