What is an RMD?
Here are the answers to some of the most commonly asked questions about required minimum distributions (commonly referred to as RMDs or MRDs).
Occam’s – “How Does the Situation in Greece Affect Me?”
WHAT IS OCCAM’S RAZOR?Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management landscape. This newsletter will […]
Taking the Risks That Make Sense
More risk does not mean more return, but more return follows more risk. Which risks make sense for you?
How Many Stocks Does it Take to Be Truly Diversified?
Everyone “knows” you should have a diversified portfolio. What other kind of portfolio would you want? Yet most people don’t really know what diversified means. What does a diversified portfolio look like? How many stocks do you need to own to achieve true diversification? The short answer: All of them. The long answer is a little more […]
How Asset Location Helps Your Investments Flourish
How you invest is the largest determining factor in the level of returns you will see. But what about the “where” of investing?
Why the Dow Doesn’t Work
With Apple’s addition to the Dow (or more properly, the Dow Jones Industrial Average), now is a great opportunity to look at how to think about the Dow, and indices more broadly. Indices are great tools for understanding what is going on in the markets, but you need to understand what to do with those […]
