By: Robert R. Shaw
While not common today, some institutions maintain a return target* in their investment policy statements.
By: Mary Alex Edmiston
Are you looking to apply for Medicare this year?
By: Brenda McRae
Last year, Governor Roy Cooper signed a bill requiring all North Carolina high school students to pass a course in economics and personal finance as a requirement of graduation beginning with the 2020/2021 school year.
By: Ivan Lukic
New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.
The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.
By: Justin Louis, CFP®
Starting a new year, and even a new decade, tends to nudge us to think about our future self, something people probably do not do often enough!
By: John E. Silvia
A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.
Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.
By: R. Wade Austin