Every investor wants their portfolio to perform well, but what does "well" really mean? Many people measure success by whether their portfolio is beating “the market,” often defined by popular U.S. stock indices like the S&P 500 or Nasdaq Composite. After all, if your investments are outpacing the crowd, that must mean you’re on the right track, right?

Not necessarily. Relying on a stock index like the S&P 500 only tells you how your ...

Many investment managers, especially at large brokerage firms, don’t take a customized approach. While index funds are common, far too many firms still act as if they can time the market, relying on expensive actively managed funds.

We create a comprehensive investment strategy for your entire portfolio, then carefully decide how to allocate each of your accounts to achieve your goals. In contrast, many firms develop strategies on an ac...

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