Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...

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...

November recap and December outlook.

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

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

The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.

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

Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.

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

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.