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Market Update Vlog: What is Your Retirement Benchmark?

Steve Hoffman, CFA® discusses the value of investment benchmarks when measuring the success of your university retirement portfolio. Watch the video below or read the full report (here). -TRANSCRIPT- Hello, I’m...

Posted: Apr 01, 2021

Retirement

Getting Close To Retirement? Opportunity is Knocking...Open the Door!

A Message From the Chairman Many years ago, twelve to be exact, I was meeting with a sixty five year old University professor in her office and she was telling...

Posted: Nov 06, 2019

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How to Manage Your Portfolio in a Turbulent Environment

Human psychology is not a friend of successful investing. According to Warren Buffett, "Success in investing doesn't correlate with I.Q. …  Once you have ordinary intelligence, what you need...

Posted: Mar 14, 2018

Portfolio Review

'Socially Responsible Investing' Gaining Momentum

A rapidly growing movement allows investors to put money into mutual funds that consist of businesses and causes important to them. Known as ESG (Environmental, Social and Corporate Governance)...

Posted: Apr 10, 2017

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Election Impact: Post-Election Outlook and Strategies

Nobody is quite sure what changes will occur under the administration of President-elect Trump.  The financial markets initially lost more than 800 points in overnight futures trading last week...

Posted: Nov 14, 2016

Holding Hands

Presidential Election Prompts Spike in Markets' 'Fear Index'

The Chicago Board Options Exchange (CBOE) Volatility Index, also known as the “fear index” of U.S. markets, has jumped 65 percent in the past two weeks. This coincides with...

Posted: Nov 06, 2016