Current Events Commentary

Latest article

Retirement Plan Rollover Considerations

By

At retirement, you may need to choose how to take your benefits. There are several possibilities you might consider: Choose an annuity option offered through your employer retirement plan Roll over the funds to an IRA Take a lump sum distribution and pay tax on the distribution Leave the funds in your employer’s retirement plan […]

More commentary

The Mystery of DFA

Dimensional Fund Advisors. DFA. It’s a fund company, like Vanguard or Fidelity. You’ve heard of those, but you may not have heard of DFA. Even when I explain it, clients usually forget and I find

United We Stand

What a world we live in!  Never before in our lifetime have we seen such a deep mentality of “us versus them”.  We hear divided voices everywhere; globalism versus protectionism, immigration ver

Economic Insights, First Quarter 2017

Key Thoughts: Presidential promises, but actions speak louder Strong quarter for stocks U.S. economy growing, but a bit slower Presidential Promises We’ve spoken to a lot of you since the fall Presi

Continuing Care Communities and Long-Term Care Insurance

Retirees have more choice about where to live in retirement than ever before. That offers lots of flexibility, but it can also be overwhelming. Most people prefer to remain independent as long as poss