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The Reality of Investing: A Look into Behavioral Finance by Shane Phillips, CFA, CAIA

Posted on May 25, 2017

Most versions of economic and finance theory take the approach that humans are rational and will likely make the best decisions given their specific circumstances. Unfortunately, theory is not reality. In reality, humans often make irrational decisions. Often, these choices are influenced by psychological factors that can be explained through […]



Addressing the Choice of Traditional IRA or Roth IRA by Brendan T. Hayes

Posted on May 10, 2017

A Roth IRA is a unique retirement savings account that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement allows individuals to make annual contributions of up to $5,500 in 2017, or $6,500 for savers […]


The President Unveils Plans for Tax Reform by Barry M. Brant, CPA

Posted on May 03, 2017

The Trump administration introduced the key principles of what it is referring to as “the most significant tax reform since 1986” and “the biggest tax cuts in history.”  Central to the president’s plan are deep reductions in the corporate income tax rates and modest reductions in the individual income tax […]




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