December 18, 2017: Record Highs And Risk
Record high markets and high risk coexist right now. Manage risk tolerance level carefully and be disciplined and rigorous.
December 11, 2017: Cash Return And Interest Rate Update
Short term Treasury yields have risen continuously. We look at the latest cash returns and interest rate update.
December 4, 2017: Mutual Fund Star Ratings: Are They Useful?
The Morningstar and other fund ratings shouldn’t be used as an occasional guide for fund selection. A more regular and rigorous process should be followed.
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
