Investment Options: US TIPS Bonds
The role of bonds in our clients’ portfolios — especially today with extremely low yields — is that of a shock absorber. It’s no guarantee, but bonds generally react very […]
Investment Options: Foreign Real Estate
When people think about real estate as an investment, most think of buying and renting out a condo or single-family home in their neighborhood. The rental properties that happen to […]
Investment Options: Emerging Market Stocks
Driven by growth in countries like China and Brazil over the last few decades, Emerging Market (EM) stocks have grown from representing less than 1% to now over 10% of […]
What is Smart Beta?
When investors talk about indexing, that has traditionally meant something that looks like the S&P 500 index. In recent years, indexing has grown far beyond its traditional roots and it […]
Using 529 Plans Effectively
Over the years, my clients and I have developed strategies to use 529 plans effectively when building a college fund. Here are three …