Investment Team Third Quarter Update

October 18th, 2016  | by R. Samuel Fraundorf & Jason Lioon

With 9 ½ months in the books, 2016 has been a relatively good year for investors. Climbing the proverbial “wall of worry,” global equities have overcome a difficult start to the year (remember that the S&P 500 was down 5% in January) to post solid results. In just the third quarter, global equity markets rose…

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Future Stock Returns and Retirement Planning

September 30th, 2016  | by William Spitz

  Warning-this paper is somewhat technical and may be tedious to non-financial types! But, the topic is very important because the key determinant of success for many investors is the return on the stock market inasmuch as equities represent the largest single component of most long term portfolios. Additionally all capital markets are interrelated to…

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Credit Card Rewards Programs

September 13th, 2016  | by Michael Fisher

Stop the madness! Making sense of credit card rewards programs Can you recall how many solicitations you have received from credit card companies lately? Is the number higher than seems possible?  Does the last offer sound better than the one before?  If you have answered yes, keep reading as we hope to shed some light on the overwhelming…

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What to Consider When Selecting an Executor or a Trustee

August 24th, 2016  | by Samuel Graham

All too often, well-designed estate plans fail to meet their objectives due to poor execution of those plans by the people or institutions charged with this responsibility. So what issues should be considered? What Are The Options? While the specific activities of an executor of an estate certainly differ from that of a trustee of…

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Simple Math and The Power of Compounding

August 22nd, 2016  | by Andrew Berg

We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility.  Those concepts are important to us, part of our DNA as a firm and as investment professionals.  But why?  In simple terms, if over the long term markets go up (which they do, or else who…

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