Blogs and More

The total-return approach to investing is an effective way to create a retirement "paycheck."

Before you put that giant Estate Planning Binder in a desk drawer, here are some final steps to complete.

An estate plan empowers you by making your wishes known. Here's how to get started.

The first half of the year has given investors plenty to process. Diversified portfolios showed solid gains, a welcome turn from last year’s broad declines.

The collective judgment of investors provides the most accurate representation of the pricing of stocks and bonds.

Every once in a while, I get a thank you call from a client that takes my breath away. Here’s the story behind a recent one.