Portfolio Insights

How to Choose Between a Pension and a 403(b)

When my wife first joined the faculty at the University of Georgia in 2006, she was given a large stack of paperwork to fill out. Buried among the several documents was perhaps the most consequential one…
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Last Minute Tips for Year-End Planning

Welcome to December! There may be just a few weeks left in 2021, but it’s not too late to make some smart money moves before the end of the year. Here’s a list of last-minute tips…
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Are Exchange-Traded Funds the Future of Personal Investing?

The investment management business is a highly competitive industry that changes, adapts, and evolves over time. Over the years, individual investors have benefitted tremendously from many of these changes. We see trading commissions have declined toward…
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Will Medicare and Social Security be there for You?

On August 31, the Trustees of the Medicare and Social Security trust funds released their annual report on the fiscal health of America’s two largest retiree entitlement programs. The news wasn’t good; according to the report,…
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Has There Ever Been a Better Time to Own a Home?

For homeowners in America, this feels like the best of times. The extraordinary housing environment we find ourselves in is due to a confluence of major factors, including strong demand, record price appreciation, record low interest…
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