Team perspectives

We're more likely to achieve goals and happiness by focusing on things we control or influence and letting go of the things we can't.

Investors can't eliminate risk, but they can mitigate some risks and make tradeoffs in others.

We don't have control of down markets but we do have control of how we react to them.

Retirement can last a long time, and depending on your current income needs you may want to prioritize long term inflation risk.

Lump sum and monthly pension have advantages and disadvantages. Here are some factors to consider when making a very important retirement decision.

The decision you make is as much specific to your own priorities and situation as it is comparing net present values of future income streams.

Positive markets increase your range of choices, and making the right moves now can help you get through the next down market without panic.

While most investors want to pass money to family, most have not been transparent about their plans. We can help facilitate this process.

What is portfolio rebalancing, how portfolios get out of balance, why it’s important and how to do it.

A quick tutorial on the relationship between interest rates, the economy, the markets and your decisions.

As in life, success in investing requires believing the future has good things in store.

Having a systematic, disciplined approach can help you cope with down markets and benefit you in the long run.

While using rules of thumb is helpful in many areas of financial planning as a starting point, these rules should be flexibly applied.

A look back at 2023, and factors to consider for 2024

The "why" in our goals is more important than the goal.