June 29th, 2017

Market Divergence

June 20th, 2017

Asset Allocation

June 8th, 2017

Take a Deep Breath and Stay Invested

The current political climate and global incidents have disturbed what was an unusually calm stock market.

April 10th, 2017

Implied Forward Interest Rate

April 6th, 2017

Is It Time to Retire Your Thrift Savings Plan?

March 24th, 2017

The Concentrated Stock Market

Clark shares his thoughts on investing in the current concentrated stock market.

March 16th, 2017

The Fed Rate Hike

The U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months. These recent increases to the federal interest rate may be causing you to ask what you should do with your investment portfolio in light of this change. The answer: nothing. First … Continue reading “The Fed Rate Hike”

February 15th, 2017

Active & Passive Investment Management

Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. Both approaches have merit, and all investors should understand their principles. How does passive asset management work? A passive asset management strategy employs investment vehicles mirroring market benchmarks. In their composition, these funds match an index … Continue reading “Active & Passive Investment Management”

January 23rd, 2017

2017 Retirement Plan Contribution Limits

Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately, no.  Annual contributions for Roth and traditional IRAs remain capped at $5,500 for 2017, with an additional $1,000 catch-up contribution permitted for … Continue reading “2017 Retirement Plan Contribution Limits”

January 19th, 2017

Making & Keeping Financial New Year’s Resolutions

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as we start 2017, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking, … Continue reading “Making & Keeping Financial New Year’s Resolutions”