With the open enrollment period for health insurance having just opened, the New York Times has published easy-to-understand answers to some of the most common questions about the Affordable Care Act, aka Obamacare. You can read the entire November 11, 2014 article...
Marlena Lee, Vice President at Dimensional Funds, addresses the critical question of how to determine the amount of income you'll need in retirement. Click here to watch the brief, three minute video.
University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance. Click here to watch the short, three minute video.
The 2015 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2015. 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...
Open enrollment for Medicare starts on October 15th, and the range of options can be overwhelming. The October 3, 2014 edition of the New York Times offered a helpful primer and list of strategies. You can read the entire article here.
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...
Most Americans accumulate the bulk of their savings for retirement in employer-sponsored retirement plans, like 401(k) and 403(b) accounts. These plans generally offer retiring employees little flexibility around what to do with their account balances. Yet choices...
A beginner's guide to repaying student loans, from the New York Times in May, 2014.
Understanding all of the fees in a 401(k) plan can be a challenging task for plan sponsors and advisors alike, but especially for the average investor. However, understanding the various fees and who pays them is essential to improving portfolio returns. Both the...
Marketwatch contributor Mark Hurley recently wrote an article castigating the financial media for producing what he calls misleading lists of the "best" financial advisors. According to Hurley, more than half of firms included in a typical “best wealth managers” list...
Last week, California Public Employees’ Retirement System (CalPERS), the largest pension fund in the US, announced that it would pull all $4 billion from its hedge fund investment program of 24 hedge funds and six hedge "fund-of-funds". CalPERS was one of the first...
Forbes magazine recently featured a column addressing the question of whether most Americans should have a revocable living trust as part of their overall estate plan. In the author's view, many estate planning attorneys suggest that everyone should have a trust,...
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