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Financial Intelligence

Sequence of Returns: More than Meets the Eye

Even well-informed investors sometimes overlook the fact that the timing and frequency of their contributions and/or distributions from their investment accounts can have a substantial impact on their overall portfolio.

Recent Articles

Sequence of Returns: More than Meets the Eye
03/29/2019

Even well-informed investors sometimes overlook the fact that the timing and frequency of their contributions and/or distributions from their investment accounts can have a substantial impact on their overall portfolio.

Market Highs & Lows
02/07/2019

Historically the market goes up over time so you want to stay invested no matter where the market is, and don’t try to get in and out of the market based on short-term swings or news.

Financial Empowerment for Women
01/07/2019

The combination of financial expertise and technology can set you on a new path that's right for you. You're more than a number, and you deserve a financial future that gives you the confidence and resources needed to reach your goals.

Market Volatility and What Mama Said
12/06/2018

It is no surprise that market volatility causes an emotional response. But we (and Mama) assure you: The kind of market volatility we are experiencing is normal and natural.