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Current Updates



Financial Decision-Making

in an Aging World

Larry Swedroe, Director of Research, 11/29/2018

The risk of becoming more vulnerable to financial abuse

as we get older can pose a significant threat to our

retirement security.

This commentary originally appeared November 12






Market Volatility and

Equity Performance

Jared Kizer, Chief Investment Officer, 10/31/2018

When stock markets drop, it can be tough to see past the

pain and recall that your investment plan incorporates

such risks. To help you take the long-term view, Chief

Investment Officer Jared Kizer puts October’s market

moves into perspective.

This commentary originally appeared October 31






The Guide to Happy Giving

Tim Maurer, Director of Advisor

Development, 11/27/2018

The giving season is here, so we’re revisiting some tips

from Tim Maurer on how to transform one of the more

stressful elements of this time of year into something

more fulfilling.

A version of this commentary originally appeared

December 5, 2014 on