Your financial goals are the lead for your financial plans. Poor planning is unlikely to take you where you want to go.

Continued research has helped us identify additional market factors at play, with additional potential premiums.

Grounding your investment strategy in rational methodology strengthens your ability to stay on course toward your financial goals.

Viewing expected returns through the lens of cost of capital may help benchmark a reasonable expected return from the market.

In the final installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about optimizing your organized investments.

It is easier to stick with your investment selections if you use a rational methodology such as evidence-based investing.

In the second installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about transitions and taxes.

Investing requires an understanding of how to build a diversified portfolio to more effectively capture long-term global market returns.

The more wealth you accumulate, the more chaotic your assets and accounts can become. That is why being financially organized is paramount.

Diversifying is not perfectly predictable, but it offers a blanket of coverage for capturing random market returns where and when they occur.

To understand, avoid and manage investment risks, there are two main types in avoidable concentrated risks and unavoidable investment risks.

For many people, uncertainty is something to avoid or at least mitigate. But what about the positive things that uncertainty can bring?

The market’s price-setting efficiencies start with diversification being among your greatest financial friends.

Independently thinking groups (like capital markets) are usually better at accurate answers than even the smartest individuals in the group.

What causes market pricing to change? It begins with the constant stream of news informing us of the good, bad and ugly events taking place.

It helps to know what you are facing in investing. Play with and not against market forces by understanding how market pricing occurs.

Rebalancing is the process of shifting your investment assets back to their intended, long-term allocations.

Sticking with a long-term financial plan built on a solid investment strategy can help you stay grounded, even in moments of uncertainty.

Good advice is timeless, and timely. At its essence, good financial advice never goes out of style. Its principles are permanent.

As 2023 comes to a close, here are four of our favorite financial best practices to address prior to the end of the year.

Let’s take a look at five of the most common financial adages and review why they are often much easier said than done.

As an investor, second-guessing a stable strategy can leave you in the weeds. The best course of action is sticking to your investment plan.

Compounding is one of the most powerful forces in the world. Just ask Albert Einstein, who is said to have called it the “eighth wonder.”

When it comes to investing, we have all navigated uncertainty, weighed risks and rewards, and made carefully considered decisions.

Professional money managers have existed for centuries, but until the 1960s, there was no empirical way to hold them accountable for results.

Are crowds wise, or are they delusional? The quick answer is both, and each can play a role in our investment decisions.