by Ryan Shumaker | Dec 27, 2025 | Blog
There are only three questions you need to answer to ensure your money continues working for you throughout your retirement. Over the past two months, we’ve covered “How Long Will You Live?” and “How Much Will You Spend?” both of which you can revisit under the...
by Ryan Shumaker | Sep 19, 2025 | Blog
Will you outlive your money or will your money outlive you? This is a question that every retiree should know the answer to before they decide to retire, but more often than not they don’t. You might even be retired and reading this right now and have no idea. The...
by Ryan Shumaker | May 5, 2022 | Blog
There’s a reason why we often refer to target date funds as ‘target dated’ funds. These types of investments rely on portfolio construction techniques to decide what to own based on decades old dated data that is not really reflective of the much different globalized...
by Ryan Shumaker | Jul 1, 2021 | Blog
Think stocks are high and overpriced? We think the real bubble is brewing in bonds. Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index was paying over 7%. Today? Just 1%. This means in order for investors...
by Ryan Shumaker | Dec 1, 2020 | Blog
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when it comes to your investments? Either way, you shouldn’t play politics with your portfolio. Why? Because investing when only a specific political party is...
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