Innovation Around the World

Digital music service Spotify and the popular electronic games Minecraft and Candy Crush Saga all originated in Sweden. The country is home to some of the world’s largest technology companies…

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Year-End Tax Tips

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax…

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Falling Assets

Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the…

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A New Retirement Tool

You’ve worked hard your whole life to build your nest egg and create stability in retirement. Considering all options to ensure your assets are used in the most balanced and…

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Update on the DOL Fiduciary Rule

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…

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Assessing Risk

It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less…

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Investing for the Long Term

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young…

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When One Spouse Retires First

It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with…

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