The 4-Year Presidential Election Cycle and the Stock Market
It's an election year! We examined the relationship between the 4-year presidential e...
RMD Strategies for Before & After Retirement
Dean Barber and Bud Kasper discuss Required Minimum Distributions by sharing major RM...
Rebalancing Your 401(k)
Another year has come to pass, and with it, new challenges and opportunities will pre...
5 Factors More Important Than Rate of Return
When it comes to building your retirement plan, a lot of people think your rate of re...
Reviewing Rebalancing Strategies
Dean Barber and Bud Kasper discuss offensive and defensive rebalancing strategies and...
Safe Withdrawal Rates
Dean Barber and Bud Kasper discuss safe withdrawal rates and why they should be diffe...
The S&P 500 Cap-Weighted vs. Equal-Weighted Index
The S&P 500 and the NASDAQ are in correction territory, meaning that there’s been a...
Q3 2023 Quarterly Market Update
Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and t...
Bond Yields Keep Rising
Our Director of Investments Stephen Tuckwood, CFA is stepping in for Dean Barber for ...
Retirement Rules of Thumb: Let’s Bust Them
Do you have some retirement rules of thumb that you follow? Some of them might be hel...
Federal Reserve Takes Recession Out of Its Forecast
Can the Federal Reserve engineer a soft landing and avoid a recession? Dean Barber di...
Pension Plans: Defined Benefit Plans vs. Defined Contribution Plans
Dean Barber and Bud Kasper discuss pension plans while breaking down the differences ...