Secure Document SharingSecure Document Sharing

December 6, 2016 in Dimensional, Evidence-Based Investing, Investing
December 2016 Prediction Season Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market. “The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year,...

November 29, 2016 in Evidence-Based Investing, Investing
As Nobel laureate Eugene Fama once said, “Investment theory simplifies things that are otherwise shrouded in mystery and confusion.” We couldn’t agree more … but sustaining that level of simplification is a way of life, not a one-time task. That’s why we regularly attend educational forums that allow us to expand our knowledge base and sharpen our critical thinking. In fact, as members of National Association of Personal Financial Advisors (NAPFA),...

October 4, 2016 in Family Money, Financial Life Planning, SageBroadview News
In last week’s post, “And Then There Was Avery Grace,” our Wealth Manager and new father Chris Annello shared some of the wealth planning initiatives he and his wife are prioritizing during their first year as new parents to their daughter Avery Grace. This week, we bring you “Grampy” Larry Annello’s perspective on the same. The Doting Grandfather: Larry When Chris and Lindsay first told us about the expected arrival of Avery...