Asset Allocation is the process of dividing a portfolio’s assets into investment classes based on the investment objectives of the investor. While this concept is fundamental to building a portfolio for the short- and long-term, there are alternative approaches to get there. Are you or your advisors adhering to the optimal approach?

Since inflation is heating up, we break down the recent data to give you a picture of where the inflation currently resides. We want to know if this is pandemic-induced shortages or stimulus-induced increases in the root causes of inflation.

In this installment in our series on Evidence-Based Investing Insights, we talk about how diversification can smooth out the bumpy ride of owning a few stocks. You will see how difficult it can be to pick winners and how diversification can reduce the pain of owning stocks that are losing value.

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer better tax diversification and a big tax advantage. Is this an option you should consider?

In this installment in our series on Evidence-Based Investing Insights, we talk about two types of risk and how to deal with them. You will see how some risks should be avoided because they offer no reward, while other risks should be accepted and managed.

Do you feel like you are paying too much for medical needs? A Biden administration may impact the cost and coverage of your heath insurance and the overall price you pay for medical goods and services. Much will depend on who ultimately controls the Senate and the negotiations the parties make along the way.