10 Things To Consider in the Retirement Red Zone
The five years before and after retirement are the retirement red zone, when sequence risk, healthcare, and withdrawals matter most. Ten things to check.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
Aligning Your Investments with Your Values
Explore how investment preferences fit alongside retirement needs, costs, taxes and diversification, with practical limits on direct-stock and ETF exclusions.
High Income? Time for a Team
Coordinate retirement, IRA and investment-tax questions with Todd Smurl, CFA, your tax preparer and your estate attorney, without assuming a tax outcome.
Rethinking What ESG Investing Means
Understand ESG labels, read the actual fund criteria, and discuss feasible stock exclusions alongside retirement needs, costs and diversification.
4 Strategies for Reducing Risk in Your Investment Portfolio
Manage investment risk through cash reserves, a disciplined investing approach, diversification and a fee-only fiduciary perspective.
The Four Pillars of ESG Investing
Define your preferences, understand your holdings and weigh costs, diversification and taxes before applying ESG or other values-based investment criteria.
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