As we begin the new decade, I thought this would be a good time to consider what a reasonable long-term equity return expectation might look like. While not particularly helpful
In the final session of 2019, Congress passed and the President signed, the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act), a significant piece of legislation that
When an individual or business needs a tax professional, the credential most typically sought out is the certified public accountant (CPA). However, there is another, albeit less well-known designation, that
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of these strategies, that while they
With the holiday season approaching and the end of 2019 right around the corner, we would like to highlight five last minute tax tips. You have until the end of
The financial advice industry has long been separated between 1) Registered Investment Advisor firms (RIAs), which operate under the Investment Advisers Act of 1940 and whose representatives’ duty is to
Ian A. Post, CFA, CFP®
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