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Quick Takes

Quick Takes is where we post our short articles about investing, portfolio design, markets and risk management.

Check out our Investing Insights to gain access to our detailed research or our quarterly podcast Investing Insights for the Modern Investor.

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Post Archive

What Business Owners Need to Know About the CARES Act

There are several government programs that have been created or expanded through the CARES Act, which was recently passed through Congress and signed into law by the President
to help small businesses cope and survive this health and economic crisis.

This column is to assist small business owners to better
understand the emergency support programs available to them through the Small
Business Administration and to help them decide the program that may be best for their business.

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Is Your Financial Advisor Costing You a Fortune?

The financial services industry suffers from significant ethical challenges, but most people do not realize the extent to which their interests directly conflict with the interests of their financial advisor or how those conflicts impact their wealth.

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The Best Kept Investing Secret

We explain the best kept secret in investing and how this secret can help you dramatically increase the wealth you accumulate from your investments and at the same time lower the risk of your investment portfolio.

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How to Maximize Your Social Security Benefits

Deciding what age to begin claiming your Social Security benefits is one of the most important retirement decisions you will need to make. Your decision can change the amount you receive in your monthly benefits check by as much as 76%!

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