In this digital age, data and information have become a valuable resource. Here are some things you can do to minimize the risk of security breaches.

We have often cited studies on how poorly forecasters foretell the future. For the past several years, we have looked back at annual S&P 500 index forecasts provided by economists at major US banks to see how they did. As the great philosopher/baseball player, Yogi Berra would say, “It’s tough to make predictions, especially about the future.”

The SECURE Act was signed into law in late December and made many changes to rules around retirement plans and other investment arenas. Almost all investors are impacted, so it is good to see what is inside.

“Since US stocks are doing so well, why should anyone hold international stocks?” Here are at least six reasons to keep a global focus when investing.

A reminder to remain objective, screen market prognosticators carefully, and have a well-defined and systemically-executed investment plan.

In this blog, I dive into common “investment products” that have disappointed many investors, particularly when shown alternative solutions.

A critical role that our industry can play is to protect clients from value-destroying actions and ill-thought out investments.

It would do well for financial and wealth managers to study servant leadership. Advisers have the responsibility to serve their clients well.

We tend to get focused on one side of the coin or the other, yet few things are that clear. Investing takes time, perspective, and patience. Each year, there are good things and bad things, still, the world doesn’t end. Here are the top 10 good/bad things of 2018.

With the recent market swells, I imagine many of you are feeling some queasiness. It’s important to keep a long-term focus as you invest.

Most people assume their investment “advisor” is obligated to put their interests first. Unfortunately, this is not always the case. Here are some questions to consider to get more assurance that your advisor is working for you.

Women are 80% more likely than men to be impoverished in retirement. What are the reasons for this retirement gender gap and how we can close the gap?

A few market gyrations or some major stock declines in popular technology stocks will get you thinking about risk again. Here are some reminders on risk and its role in investing; and how you can manage it.

Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.

What is private equity? Is it worth the complexity and how can it fit in your portfolio?

5 common investor biases are overconfidence bias, self-attribution bias, mental accounting, loss aversion bias, and home bias. How will you overcome your behavioral biases? Or will they negatively impact your portfolio?

Don’t let those bond managers sell you on coupons alone! You need to know what you paid, the likelihood of getting future coupon payments and the par value, and how long until you get the par value back. Knowing these details allows you to effectively evaluate your bond and/or manager.

It is really hard to beat an index. If you or your adviser are pursuing traditional active management, the odds are stacked against you winning. Passive management has been growing in recent years for this reason.

Don’t be afraid to ask your financial advisor about fees. It is your money. Make sure you know how much you are paying so you can truly value what you are paying for.