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We help individuals and families pursue their ideal retirements.

How To Help Maximize Social Security Benefits

February 1, 2021

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim…

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Global Recovery in a Post-Pandemic World

January 25, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on…

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2021 Outlook: Wealth Managers Weigh In

January 18, 2021

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we…

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What Is “Stakeholder Capitalism”?

January 11, 2021

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much…

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What’s Ahead for the Stock Market?

January 4, 2021

In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind…

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China’s Rebound

December 21, 2020

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population,…

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Open Enrollment: Health Care Insurance Takes Priority

December 14, 2020

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of…

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Advantages of Gender-Lens Investing

December 7, 2020

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in…

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Let’s Talk About … the 401(k)

November 23, 2020

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked…

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America’s Need for Better “Infloodstructure”

November 16, 2020

In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key driver of this decision was recurring hurricane and tropical storm…

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