Back to School

With school back in session in most of the country, many parents are likely thinking about how best...

Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys...

7 Principles to Help You Plan for Retirement Like a Pro: Principle #7: Spend and Invest Realistically

3 Retirement Spending Tips for the Road

Our principles thus far have been largely about preparing...

The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to...

Client Journey: Finding Your Path Again

Earlier this year, in celebration of her 70th birthday and her Granddaughter Marissa's 13th, Atlas...

7 Principles to Help You Plan for Retirement Like a Pro: Principle #6: Pay Fewer Taxes and Keep More of Your Money

3 Steps to Minimizing Taxes on the Road to Retirement

Minimizing taxes is like planning an...

Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect...

7 Principles to Help You Plan for Retirement Like a Pro: Principle #5: 3 Steps to Help You Invest Wisely for Retirement

Investing for your retirement journey is a lifelong endeavor, and – like any other journey – it...

Evolution of Financial Research: The Profitability Premium

Since the 1950s, there have been numerous breakthroughs in the field of financial economics that...

7 Principles to Help You Plan for Retirement Like a Pro: Principle #4: Don’t Let Retirement Health Care Costs Be a Roadblock

When you retire, and say goodbye to co-workers, you also get to say goodbye to a lot of work...