Much has changed in financial markets since our last commentary in April. US stocks began the year with a step backward following the announcement of the war in Iran. Other markets around the world briefly

A couple in their late 50s was contemplating retirement in the next few years.  Up to this point, each had enjoyed successful careers, one as an executive and the other as a business owner and

The topic for this quarter’s Insights is investment activity.  As in, how does one know when to make some changes or when to stay put? Our default instincts prefer more activity to less.  Action sounds

Most investors’ portfolios are heavily tilted toward U.S. stocks. That’s natural — people tend to favor their home country’s market, and U.S. stocks have had an exceptional run over the past decade. But history reminds

Like so many topics in financial planning, the Roth conversion decision tends to be reduced to a set of assumptions and some financial modeling.  But from my perspective, the math fails to address all the