A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...

Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.

Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.

Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.

How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?

The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.

Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.

Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.