Articles
Looking for something?
Is the Value Premium Pining for the Fjords?
There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for value stocks.
What Do Low Interest Rates Mean for Stock Returns?
Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.
A Tax on Giving – Understanding the Rules of the Gift Tax
Getting taxed once is hard enough, but getting hit a second time on the same
I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?
Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.
I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?
We were able to categorize next steps after the RISA™ into five groups.
Retirement Income Style Awareness Profile (RISA™) and Its Accuracy
We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?”
Retirement Income Style Awareness Profile (RISA™) and Your First Reactions
In the spirit of transparency, we are continuing to refine a scale to determine your retirement income style. I thought it would be a good idea to share with all of you some of the feedback we have received from the RISA™’s release in early 2020.
