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Past Commentary & Articles

Article
January 18, 2023
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It’s common to make New Year’s resolutions – joining a gym, starting a new diet, or abstaining from alcohol for Dry January. The notion of “new year, new me” can extend beyond our personal lives and into our portfolios. This mindset may cause investors to act as though the slate is wiped clean and a new playbook is required. But after the clock strikes midnight on New Year’s Eve, the crystal ball isn’t less cloudy than it was before.

Cents of Self
January 13, 2023
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Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

Article
January 11, 2023
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It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.

Article
January 11, 2023
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Equity (stock)-based compensation is a way for companies to reward their executives with shares of stock or stock options. These types of compensation can be an important part of an executive’s overall compensation package, and can provide a number of benefits to both the executive and the company.

Article
January 9, 2023
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As predicted, SECURE 2.0 is now the law of the land, having passed both houses of Congress and signed by President Biden just before the end of the year. The new law has many provisions that will make it easier for employees to save for retirement, and plan sponsors/business owners should be aware of rule changes that will impact existing and new plans. We lay out the most important points.

Article
January 4, 2023
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Creating a personal budget can play an essential role in helping you take control of your finances and achieve your financial goals. It’s also a handy tool for those who find themselves on their own after divorce or the loss of a spouse.

Article
January 4, 2023
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If one of your New Year’s resolutions includes getting your finances in order, you may benefit from creating and maintaining a yearly checklist. A financial checklist can help you stay on top of your finances and make progress toward your financial goals.

White Papers
December 31, 2022
Evidence-based investing ebi

This paper introduces the methods and conclusions of evidence-based investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches.