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Traditional thinking may lead a person to believe that there is a direct correlation in the amount of risk or volatility an investment portfolio is exposed to and potential return on those investments.

We’re very pleased to announce the launch of two new business tools to help in communication with our valued clients. We know that the way you consume information and communicate is changing. The interactive use of a website and social media have become preferred research and communication tools.

As we enter the New Year, many of us have resolutions that we will try to keep. Whether your resolution is to get in shape by eating right and working out, take more personal time, travel more or to save more money for your retirement, setting goals will help increase the likelihood that you will fund success.

Planning a path for your money to grow over the next 20 or 30 years is no small matter. It involves balancing your income with your expenses, while making sure that you invest enough funds at the right times for the home that you need to buy, the college education that you need to give your children, and for retiring comfortably. You need an intricately crafted financial plan.

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

After costs, the return on the average actively managed dollar will be less than the return on the average passively managed dollar for any time period.
—William F. Sharpe, 1990 Nobel Laureate

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

You probably didn't notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as "tax extenders" expired. While it's possible that Congress could retroactively extend some or all of these items, you'll have to evaluate your 2014 tax situation based on t

It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this program will play a role in your financial future, perhaps even sooner than you think. Here are some facts and statistics from the Social Security Administration that highlight why Social Security is important to so many people.

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