by admin | Jan 27, 2016 | Capstone
This article was originally posted on October 2013 on AUM in a Box. This blog entry has been updated with new data through the end of December 2015. Last week the Consumer Price Index (CPI) was released by the Bureau of Labor Statistics, stating that “over the last 12...
by admin | Jan 20, 2016 | Investing Fundamentals
One of the most frequent behaviors in 401-K plans is for participants to move their money to the fund choices that did best in the past year. It is a good use of common sense — to think that the fund that did better has a smarter manager and is a better place...
by admin | Jan 14, 2016 | Changing Times
Understanding what measures your success is not a simple equation. One individual’s metric may be different from the next. However, it is far less important how we measure our success than it is how we determine it. Simply put, our struggles determine our success....
by admin | Jan 6, 2016 | Investing Fundamentals
For many individuals, financial investing and philanthropy aren’t often placed in the same category; however, more shareholders are turning to a new method of investing that merges values and promising financial returns together. Impact investing, otherwise known as...
by admin | Dec 18, 2015 | Changing Times
Are we facing a retirement crisis? Absolutely! This was the conclusion of the PBS Frontline segment on preparing for retirement, titled The Retirement Gamble. In today’s world, most working individuals have busy lives and are not spending enough time focusing on...
