Topic
Investing

Misperceptions About Market Corrections: Are You Prepared?

After an extended period of relative calm in the stock market, investors may wonder if we’re due for a correction. Instead of worrying when the next market downturn may or may not occur, we recommend having a portfolio in place today that you can stick with through thick and thin.

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GRBJ Podcast: Steve Talks Money

In the GRBJ Podcast: Steve Talks Money, senior advisor Steve Starnes discusses traits of financially successful people, how to achieve financial goals in 2017, and recommendations for end of life planning.

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What If Everyone Were a Passive Investor?

For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as “passive,” versus active attempts to beat the

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Timeless Tips on Tax-Wise Investing: Part II

In our last installment of Financial Insights, we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

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Timeless Tips on Tax-Wise Investing: Part I

While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in: Your personal

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An Investment Strategy Built to Last

Investing is not the only factor contributing to your ability to accumulate and/or preserve family wealth, but it is clearly among the most important factors. How you invest can accelerate you toward your goals … or impede your desired progress.

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Avoiding Home Bias: Going Global With Your Investments

From our favorite sports teams to our favorite foods, it’s human nature to prefer what we find familiar. There’s even a name for our local comfort zone. It’s called home bias. We tend to feel the same way about our investments,

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Timeless Wisdom on Fixed Income Investing

There’s been a lot of talk about bonds lately, with a lot of trading to go with. This current buzz makes it a good time to revisit the timeless role that fixed income investing plays in a diversified portfolio. The

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Beyond Asset Allocation: Why Asset Location Matters

Your asset allocation – the way your invested money is distributed among various asset classes – plays a significant role in determining the levels of return and risk reflected in your portfolio. But beyond making decisions about your portfolio’s asset allocation,

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Diversifying a Portfolio with Real Estate

Real estate as a wealth generator is hardly a new idea. People owned property long before the advent of stock exchanges and other capital markets. In more recent times, large corporations and institutions have held commercial real estate in their

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