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Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
Should you still own bonds given today's market risks?
The U.S. bond market faces a number of challenges for the remainder of 2026 and into 2027, which is leaving some investors in bonds worried about whether their money is at risk. I spent many years as a bond portfolio manager earlier in my career, and I do think the bond market faces some real ... Read more
Should you really avoid IRMAA in retirement?
It is entirely natural to feel protective over the nest egg you spent decades building. When you are living on a fixed income, seeing a sudden increase in your monthly health insurance costs can feel like a setback. However, making decisions purely out of fear of a Medicare surcharge can accidentally cost you far more ... Read more
What is investment management? A guide to services, fees, and choosing a firm
What is investment management? If a firm is offering investment management as one of their services, how does that differ from other kinds of investment advice? Unfortunately, the financial industry doesn’t make it easy to make these distinctions. Terms like financial advisor, portfolio manager, financial planner, investment manager, etc., are often used by different firms ... Read more