Self-Funding Long-Term Care
By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published [...]
Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations
Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]
Simplifying Bonds: Pricing & Interest Rates
Chris A. Matlock, CPA, CFA, Chief Investment Officer Bonds can be a daunting subject. You see their prices changing and yields varying, but how does all that work? What happens to bond prices as [...]
The Cranky Consumer
Ben McCue, CFA, Investment Research Analyst In 2021, the US economy continued to rebound after the ups and downs of 2020. Household wealth and consumer balance sheets are in the best shape in [...]
