An In-Depth Look at Investment Risk Through Drawdown Analysis

Investment Management
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This investment insight discusses a more refined method of managing and mitigating loss. The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading. Standard deviation, the broadly used default risk metric, has significant limitations. The concept of “drawdown” is a more

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Strategies for Funding Higher Education

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Wealth Planning
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Like any financial goal, planning in advance for the cost of higher education is key.  Families need to feel confident their student is getting the right academic experience at the right cost. The appropriate funding strategy can differ widely depending on both student academics and family finances. Parents and grandparents alike have many options to

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LGBT Investors: Granted Equality. Seeking Opportunity.

Investment Management
LGBT Investors

In this investment insight, we explore: The financial implications of marriage equality. The link between wealth and confidence. How the LGBT segment is changing the investment world. According to recent estimates, the annual purchasing power of the LGBT community is $917 billion—slightly less than Hispanics ($1.3 trillion) and African Americans ($1.2 trillion), but greater than

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