Topic
Investing

The Vital Role of Rebalancing

Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one’s personal financial goals. Learn how we add value by employing rebalancing as part of an evidence-based strategy.

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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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