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 The Irrational, The Biased, and The Emotional Investor

The Irrational, The Biased, and The Emotional Investor

January 29, 2014

Although finance may not be everyone’s favorite literary topic, over the past several years, a new emphasis on Behavioral Finance and Behavioral Economics have gained significant popularity in [...]

 Smart Beta: The Future Of Investing Or Another Sales Tactic?

Smart Beta: The Future Of Investing Or Another Sales Tactic?

January 22, 2014

The passive versus active investment management debate continues to rage on, although the recent momentum appears to be on the side of passive managers promoting index linked funds.   In fact, [...]

 How Can I Use An IRA Stretch Trust To My Advantage?

How Can I Use An IRA Stretch Trust To My Advantage?

January 15, 2014

Estate planning is vital, but not necessarily straightforward.  It can be complex, and to be effective must be tailored to an individual’s circumstances and preferences.  This article describes [...]

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