The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients… Read More
March 2016 Newsletter
A Brief Market Update Markets dropped sharply at the beginning of the year, and that led to the predictable spate of alarmist stories in the financial press. Nevertheless, as we wrote at the time, it… Read More
December 2015 Newsletter
While the recent budget deal in Congress took the debt ceiling off the table for the next two years (thankfully), one of the surprises of the deal was that it also sunset the ability to… Read More
September 2015 Newsletter – Market Timing and an Update on the Fiduciary Standard
Market Volatility – What the Market Timers Think by Micah Porter Financial markets have continued to be volatile over the last few weeks. Whenever that happens, my inbox is overrun with breathless stories in the… Read More
June 2015 – Medical Expenses, Cybersecurity and Taxes
Medical Expenses in Retirement Micah Porter, CFA, CFP® Quite often, one of the biggest financial concerns clients have as they face retirement are medical expenses. They don’t know what to expect, and articles in the… Read More
March 2015 Newsletter – Financial Planning and the Fiduciary Standard
What’s In a Plan: Key Plan Characteristics Micah Porter, CFA, CFP® Nearly every client engagement we have begins with a financial plan. Although the plan addresses a number of issues, from estate plan to tax… Read More
January 2015 Newsletter – An IPS Update and Why Invest Internationally
Updating the IPS Micah Porter, CFA, CFP® The IPS, or Investment Policy Statement, is one of the key parts of a comprehensive financial plan. It bridges the gap between the plan framework and the investment… Read More
September 2014 Newsletter – Protecting Your Financial Information
Getting the Newsletter Back on Track Micah Porter, CFA, CFP® It has been nearly two years since we last published our newsletter, and that timeframe roughly corresponds, not coincidentally, with the birth of our daughter… Read More
December 2012 Newsletter
It’s hard to believe there are just two full weeks left in 2012. The year end tends to be a busy time for us financial types and with the uncertainty surrounding future tax rates, this… Read More
November 2012 Newsletter
It has been an eventful year, both here at home as well as in the wider world. With the election just concluded, Congress now faces the consequential task of addressing the expiration of the Bush… Read More