READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

Rising Equity Glidepath in Retirement

January 2015  By: MALCOLM BUTLER
Rising Equity Glidepath in Retirement
Conventional wisdom in the investment advisory world has typically been that retirees should gradually reduce their equity exposure during retirement. One popular rule of thumb is that equity allocations should be annually rebalanced based on a formula of 100 less the retiree’s age. For example, a...

Read More

Putting the Brakes on the Emotional Rollercoaster

January 2015  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Putting the Brakes on the Emotional Rollercoaster
Emotions can cause investors to do the wrong thing at the wrong time. We all know, rationally, we should buy low and sell high. Yet emotions can cause investors to do just the opposite.

Read More