Portfolio Management

We believe in low cost, evidence-based, global investment strategies.

Investor Risk Tolerance Assessment

Optimal Asset Allocation Recommendations

Ongoing Portfolio Rebalancing and Monitoring

Behavioral Investing Education

Academically Inspired, Evidence-Based Investing

Low-cost, Diversified, Global Investment Strategies

Tax-Efficient Portfolio Management

Portfolio Performance Reporting and Benchmarking

Evidence-Based, Diversified Strategies

By leveraging our portfolio management services, which is grounded in academic research, you will participate in a structured and disciplined investment process, transparent and conflict-free recommendations, and most importantly, continuous training, education, and advice about how to allocate given the scope of your objectives, time horizon, and overall financial plan.

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Additional Portfolio Management Resources

3 Myths About the Stock Market in an Election Year

Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However, historical data tells a different narrative, and it’s...

If Everyone is Selling, Who is Buying?

The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a different transfer of wealth, one that...

5 Ways to Get More Money in a Roth IRA

When the world feels like it’s on the brink of implosion, it seems trivial to write or think about taxes. But, with the thought that taxes might go up in the future, especially in Illinois, many are wondering how to get more money in a Roth IRA today (to pay taxes now...

The 3 Biggest Surprises of Retirement

Retirement presents many unknowns for those planning to enter their “golden years.” As it goes, more uncertainty tends to result in more anxiety. However, some components of retirement aren’t quite what they seem. Here are three of some of the biggest surprises of...

4 Ways to Keep Getting Paychecks in Retirement

Getting a regular paycheck is one of the most comforting things about your working years. Therefore, not getting paychecks in retirement can be a major cause of stress. With all the different investment strategies out there for investing and producing income, the...

Why You Need a Specialist Near Retirement

Most people are surprised when I tell them that, even as I financial advisor, I do very little to help people get to retirement. In fact, our clients have done much of the hard work themselves by living within their means, investing in their 401(k), and avoiding...

How to Free Yourself from Financial Anxiety

As the world attempts to bounce back from the COVID-19 pandemic, there is still much uncertainty and financial anxiety in the air. In fact, according to a survey done by the National Foundation for Credit Counseling, 69% of Americans age 18 and up reported…

Is Cash Really King?

You’ve probably heard before that “cash is king.” I have certainly heard it more during the last few months as we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased. But, the question...

What is Tax-Loss Harvesting?

The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no action is the best thing to...

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