Can Index Funds Become Too Popular?

Once Upon a Time… When we started an investment advisory firm in 1991, it seemed obvious to Bob Ryan and me that structuring portfolios by focusing on asset allocation was superior to the stock picking culture of the day.  The ability to implement the strategy with low-cost index funds was still a new innovation, and […]

Gambling with Retirement? It’s Time You Take Control!

Over the years there has been a shift of burden in retirement savings from the employer to the employee.  The era of company pension plans is fading, leaving Americans on their own to save for retirement; primarily through company-sponsored 401(k) plans.  Frontline recently aired The Retirement Gamble, where it highlights some of the downfalls of […]