Adding Diversification with Liquid Alternatives by Anita SrivastavaFor most investors, alternative investments bring to mind complex investment strategies available only to institutions and the...
Active vs. Passive Funds: It’s More Than Just Fees by Anita SrivastavaThis article considers how actively managed funds have fared versus passive funds, i.e., those mirroring a benchmark or index, and how...
Market Timing is a Losing Game by Anita SrivastavaStudies have shown that trying to time market entries and exits rarely pays off and may, in fact, lead to investment losses. Market...
Putting Financial News – Good or Bad – In Context by Anita SrivastavaInvestors’ reaction to economic news can be baffling. For example, positive economic announcements, such as an uptick in gross domestic...
Your Annual Review Checklist by Anita SrivastavaPreparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here...
Planning for Incapacity by Anita SrivastavaA life-changing illness or injury that takes away the ability to communicate is not something we like to think about, yet the likelihood...
Helping to Care for Aging Parents by Anita SrivastavaMany baby boomers are finding that their aging parents are in need of health care assistance. Luckily, there are many options available...
Important Financial Planning Steps for Recent Widows and Widowers by Anita Srivastava Losing a spouse is emotionally draining and can make it hard to focus on financial matters. Yet not addressing them often just...