Category: Investment Management
Assumptions in Retirement
We often make assumptions daily, such as “the grass is always greener on the other side” or “if you ignore a problem, it will go...
Is Your Portfolio Highly Correlated with the Market? – Part 1
The more closely your investment portfolio resembles the stock market, the more likely your portfolio will produce results similar to the market. In finance, this...
Target-Date Mutual Funds – What are they and should you use them?
Target-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are...
Cash Reserve in Retirement
Do you keep a spare tire in your car? You hope you will never have to use it, but it is good to know it...
Long Term Investment Truths Part 2
In Long-Term Investment Truths Part 2, we aim to highlight some of the strategic aspects long-term investors should consider. While there are several aspects to...
Long Term Investment Truths Part 1
We believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed...
Pension Lump-Sum vs. Annuity: Which to Choose?
One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...
The Hidden Cost of Owning Too Many Investments – Part 2
While diversification is a crucial way to spread risk across multiple investments, over-diversification1 occurs when a portfolio owns too many investments. In this instance, there...
The Hidden Cost of Owning Too Many Investments – Part 3
As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
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