An Attractive Emerging Markets Picture

An Attractive Emerging Markets Picture

Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.” And I can’t disagree, but we didn’t start 2017...
Bond Market Backdrop Bolsters the Search for Value

Bond Market Backdrop Bolsters the Search for Value

Long-term bond investors have enjoyed an extended period of positive performance. And there are few reasons to expect any big changes in bond market...
Cyber Security: Think Before You Connect

Cyber Security: Think Before You Connect

Recent security breaches in the news, such as the Equifax hack, emphasize the growing importance of cyber security and protecting your personal information (Social...
Tulip Fever: Insights and Implications

Tulip Fever: Insights and Implications

Dutch tulips, Internet stocks, condo flipping—examples all of famous bubbles. Even Hollywood is getting in on the action, with a period drama “Tulip Fever”...
Look Beneath the Surface to Understand Growth Versus Value Performance

Look Beneath the Surface to Understand Growth Versus Value Performance

Value stocks have dramatically underperformed growth stocks over the last 10 years. Over this stretch, which includes its peak prior to the financial crisis...
Secular Over Cyclical Growth

Secular Over Cyclical Growth

Growth-oriented stocks have performed very well of late, leading to questions from clients about the sustainability of the growth rally and a flurry of...
College Dreaming

College Dreaming? Send Yourself Back to School

You can find scads of information about saving for a child’s education, but what if you or your spouse still hold college dreams? Whether...
Urbanization is Changing the Face of Emerging Markets

Urbanization is Changing the Face of Emerging Markets

Throughout history, population shifts from rural to urban areas have driven increased productivity, consumption, and higher standards of living. Population concentrations into centralized urban centers have helped...
Has the Bull Market Gotten a Little Long in the FANGs?

Has the Bull Market Gotten a Bit Long in the “FANGs”?

The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While...
With your family's new immediate needs, you might be tempted to pull back on your long-term savings plan—but keep perspective.

Managing Finances on Your Own

Losing a spouse, whether by divorce or death, can take a big toll, both emotionally and financially. It's important to understand your assets and...

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