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A Financial Plan Annual Review Can Help You Stay on Course

A Financial Plan Annual Review Can Help You Stay on Course
Another year has come and gone.  It’s hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish the goals we want for ourselves and our families.  I just had…
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Tis the Season for Tax Loss Harvesting

Tis the Season for Tax Loss Harvesting
  For investors with taxable investment accounts, tax loss harvesting can help avoid capital gains taxes that will be due on April 15th. Every investment portfolio has winners and losers. The key to effective tax loss harvesting is to take an inventory of your investment positions to determine whether it makes sense to sell investment…
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Investment Selection Styles: Portfolio Construction Implications

Investment Selection Styles: Portfolio Construction Implications
Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles.  This discussion of equity investment selection styles relates only to the portion of a portfolio which…
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Robo Advisors: Computer Advice Versus Personalized Advice

Robo Advisors: Computer Advice Versus Personalized Advice
Are financial planning and investment advisory services the latest profession to fall prey to computer automation, as is in the case of Robo Advisors?  Robo Advisors like Betterment, WealthFront, Jemstep, WiseBanyan, Blooom and Motif, all claim to do more for less through a process of self diagnosis utilizing a battery of financial questions that you…
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