How Volatility Affects Investments
When we talk to clients about their investments, there’s a good chance we’re going to talk about volatility. While the word can seem intimidating, volatility as a concept can help you better understand the stock market, your investments, and the way you think about both. What is volatility? What do you think of when you […]
Why Everyone Needs an Estate Plan
There are a number of misconceptions about estate planning. For instance, many of our clients think they can put this off if they’re young and healthy. However, this type of thinking can put your family at risk. In reality, an estate plan covers a variety of different scenarios — it can help protect you if […]
10 Reasons to Consider Converting to a Roth IRA
Perhaps the #1 planning idea for 2020 is the Roth Conversion. Anyone with a traditional IRA can do a Roth Conversion and there is no limit to how much you can convert. Conversions must be completed by December 31st, 2020. Check out the full article and learn about the 10 reasons you should consider converting […]
[Un]Emontional Investing: A Case for Modern Algorithms
Matt Miller, BFA™, CFP®, MPSY Executive Vice President, New Disruptions Executive Summary There is no fear in the market, only anxiety. The popular CBOE Volatility Index (VIX) should no longer be called the “Fear Index” and instead should more accurately be described as the “Anxiety Index.” The distinction between fear and anxiety is an important […]