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...
Blog
Springwater’s Source – Why Own Anything Other Than US Stocks [August 2016]
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...
Springwater’s Q2 2016 Market Commentary
Click here to read our second quarter market commentary.
Springwater’s Source – A(n Almost) Free Lunch for Investors?
This is Springwater's Source, a topic or issue in personal finance and investing, shared visually. The Source will share one concept, once a month, in about a minute or less. Educated investors understand that there is a benefit to diversification. Setting aside...
Springwater’s Source – Low Interest Rates and Expected Portfolio Returns
This is Springwater's Source - a topic or issue in personal finance and investing, shared visually. The Source will share one concept, once a month, in about a minute or less. An important concept derived from financial economics is that of a "risk premium". In a...
If you own a variable annuity, don’t give up hope.
First of all, we do not sell annuities – or indeed any financial products. We are not insurance agents nor do we represent any insurers. We work for our clients – some of whom have purchased annuity contracts they later wish they hadn’t. Here is how we may be able to...
Springwater’s Q1 2016 Market Commentary
Click here to read our first quarter market commentary.
Can you delay taking your RMDs?
Individuals who will turn 70 ½ in 2016 are generally required to begin taking required minimum distributions from retirement accounts by April 1, 2017. That is the so-called “required beginning date” for most employees. But some people who have a company retirement...
Springwater’s Q4 2015 Market Commentary
Click here to read our fourth quarter market commentary.
Springwater co-founder completes specialized program in divorce analysis
The Institute for Divorce Financial AnalystsTM (IDFATM) has announced that Springwater principal and co-founder Jim Corbeau, MBA, CFP®, CDFA® has completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial...
Elder Financial Abuse – Prevalent and Predatory
According to a study financed by the Justice Department, as many as one in 20 older adults said they were financially mistreated in the recent past. And with 10,000 people turning 65 every day for the next decade, a growing pool of retirees are susceptible to such...
The IRS has announced the 2016 retirement plan limits
The 2016 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2016. 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...
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