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Hedge Funds and “Exclusive” Investing
What if you were invited to be part of a coveted and exclusive investment group? Would you accept the invitation? In most situations, you probably would and it could possibly be a wise move. But, in...
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Liquid Alternative Funds: Hedge Funds for the Rest of Us?
Have you ever heard a pitch like this? “We’ve got a fund that incorporates the best of both worlds: Hedge fund like strategies and return potentials without the high fees and loss of liquidity!”...
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Health Care Planning: What Are My Options?
Not many of us enjoy learning about health insurance or dealing with insurance providers. Whether it is about the cost, trying to compare the coverage under each kind of insurance, or simply learning...
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Announcement: Open Medicare Enrollment Season
Open Medicare enrollment begins October 15 and closes on December 7, meaning this may be a good time to review your existing plan and compare it to other plans. Even if you shopped around in prior...
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Bank Loans: Cutting Through The Hype
Bank loans (also known as senior or leveraged loans) have become an increasingly popular investment in the past year or two. On the surface, these securities seem to offer the best of both worlds; a...
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What Does the New IRS Rollover Rule Mean For Me?
With 2015 quickly approaching, there is a new IRS rule investors should be aware of that begins on January 1. It is the one-rollover-per-year rule for IRAs. What this rule states is that investors can...
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Retirement Planning – 2015 Annual Limits
The year 2015 has arrived and with it, new annual limits on retirement plan contributions, phase-outs, and exclusions. Retirement Plan Contributions How much are you saving in your 401(k) plan? If you...
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Important Changes to Social Security Rules
Last week congress signed into law The Bipartisan Budget Bill of 2015 which has created major changes to Social Security and will affect the popular file-and-suspend restricted application claiming...
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How can I reduce my taxes?
One of the questions we receive most frequently is, “How can I reduce my taxes?” When asked to elaborate, many prospective clients cannot give more detail; they just know they want to reduce their tax...
View ArticleEmpirical Wealth Management Named to 2016 Financial Times 300 Top Registered...
June 16, 2016 – Empirical Wealth Management is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top...
View ArticleFour Pillars of Investing
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View ArticleYour Money and Your Brain
The post Your Money and Your Brain appeared first on Empirical Wealth Management.
View ArticleBasic Economics
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View ArticleThe Roth Revolution
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View ArticlePredictably Irrational
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View ArticleIs Diversification Still a “Free Lunch”?
. { } #text-block-2 { margin-bottom:0px; text-align:left; } Harry Markowitz, Nobel Prize winning economist and founder of Modern Portfolio Theory, once claimed diversification is the only free lunch...
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2018 Market Review
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate...
View ArticleThinking, Fast and Slow
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View ArticlePutting Market Volatility in Perspective
Perhaps the most talked about and least understood concepts in investing is the riskiness of stocks. This is particularly true in periods where stocks are relatively stable and positive, as they were...
View ArticleWhat you need to know about the current market environment
For important disclosures, please visit our Media Disclosure page. The post What you need to know about the current market environment appeared first on Empirical Wealth Management.
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