In this episode of The Point, we kick off with "In the News" where we discuss the latest on how Japan's rising interest rates are...

A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.

There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.

Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.

How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?

It’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.

The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.

Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...

While our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.

Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.

Since we have not experienced a bear market in over 11 years, it is important to remember that volatility is a normal part of investing.

Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.