Reflections Blog
The 4% Rule: Can You Get More From Your Retirement Portfolio?
The 4% Rule is a simple calculation to help you determine how to make sure your retirement savings last.
How Doctors Can Catch Up For Retirement
Bulk up your savings and catch up for retirement in a hurry.
Trade Wars: Is There Another Side to the Story?
What could the consensus be getting wrong when it comes to tariff concerns?
The Up Side of Down: Stock Market Declines & Annual Returns
Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.
Average Returns Aren’t Normal, Normal Returns are Extreme
An average return is in fact exceedingly rare.
Five Good Behaviors for a Sell-off
Now is the time to stay focused on your long term goals
Are you Risk Averse or Loss Averse?
Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip
A Picture Saves a Thousand Cents…And Counting
We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?
Your Edge on Wall Street? Time is On Your Side
Trust your advisor, turn off CNBC. Wear patience on your sleeve. Your shareholders (you and your family) will thank you.
Diversification and Regression to the Mean: A Profitable Pair
Strengthen your investment portfolio by rebalancing each year. Take profits on recent winners and increase your opportunity to invest in next year’s bargains.
