Mighty Mid-Caps

Our clients have long heard us espouse the value of having some exposure to small-cap stocks, referring to Morningstar/Ibbotson data that evidences how small-caps have outperformed large-cap [...]

Impact of Robo Advisors

As seen in the Forum Magazine Robo-advisors have become a favorite topic for the personal finance press. They would have readers believe that traditional financial advisors should begin packing [...]