When It Comes to Cash, Less Is More
Jeremy Welther talks to Barron’s about the merits of ultra-short bond funds. Click here to read the story.
Tactical Asset Allocation: Advice and Guidance from Experts
Jerry Miccolis participated with other industry experts in a roundtable on tactical asset allocation hosted by the Journal of Financial Planning. Click here to read remarks from the event.
Weigh Taxes When Picking a State for Retirement
Mike Maglio discusses retirement residency strategies in this Wall Street Journal online article. Click here to read the story.
Investing in Energy, MLPs and Other Strategies Report
Jerry Miccolis addresses the outlook for energy investments, including Brinton Eaton’s strategy, in this interview. Click here for the story.
How Funds Massage Numbers, Legally
Jerry Miccolis is quoted extensively in this Wall Street Journal online article. Click here for the story.
From ERM Consulting to Investment Management
Jerry Miccolis is profiled in this article appearing on GARP.org, the website of the Global Association of Risk Professionals. Click here for the story.
Where to put your savings when you’re over 60
In this personal finance column in USAToday, Jeremy Welther provides a response to a reader inquiry about optimal ways to invest now. Click here for the story.
Debunking Deceptive Sales Pitches
This column, written by Jerry Miccolis and Marina Goodman, appears in the March 2013 issue of the Journal of Financial Planning. To read more, click here.
Brinton Eaton in Madison named one of the 2013 ‘Best Places to work in New Jersey’
“We are delighted that Brinton Eaton has been recognized for its employee programs and quality of work life for the second year in a row,” said Robert J. DiQuollo, Brinton Eaton Chief Executive Officer. To read more, click here.
Reckoning with Growth
“Bob DiQuollo, CEO of Brinton Eaton, said the main thing that attracted him to join Mariner was gaining a partner with resources that understands the importance of high quality service.” To read more, click here. [pdf attached]
8 Top Tips for Financial Planning in 2013
“With markets looking wobbly in the face of continuing uncertainty in Washington over the fiscal cliff, many investors and financial planning clients find themselves either paralyzed, or tempted to rash action that may endanger their financial plans. To help them stay on track, Jeremy Welther, a principal and senior financial advisor at Madison, N.J.-based wealth management firm Brinton Eaton, offers these eight tips.” To read more, click here.
Brinton Eaton Chief Compliance Officer and Senior Financial Advisor Jeremy Welther was featured in an article on DepositAccounts.com about lessons learned from 2012 and what to focus on in 2013.
To read more, click here.
Brinton Eaton Chief Investment Officer Jerry Miccolis talks to InvestmentNews about the recent “fiscal cliff” legislation.
Click herefor the story.
Brinton Eaton CEO Bob DiQuollo talks about advising clients with dementia.
Click here for the story.
Advisors See Rush to Donor-Advised Funds
“It’s always been, ‘The donor-advised fund sounds great, I’ll think about it next year,’” said Jeremy Welther, a senior financial adviser and principal at Brinton Eaton, a registered investment adviser in Madison, N.J.” To read more, click here.
RIABiz talks to Mariner CEO Marty Bicknell and Brinton Eaton CEO Robert DiQuollo about the two firms combining.
To read more, click here.
Mariner, Washington Wealth land some big teams
To read more, click here.
Brinton Eaton Joins Mariner Wealth Advisors
To read more, click here.
NK, ICB, Brinton Eaton making Morris County Business News
To read more, click here. Mariner Wealth Advisors adds Brinton Eaton in Madison To read more, click here.
Mariner Wealth Advisors adds Brinton Eaton in Madison
To read more, click here.
RIA Uses Sophisticated Risk Strategy
This profile of Jerry in Financial Advisor online discusses his application of ERM to personal investing and his investment risk management methodology. To read more, click here.
Unlocking a Client’s Golden Handcuffs
In this article appearing in the Wall Street Journal online, Jerry discusses a case study in which Brinton Eaton helped a client hedge a large concentrated stock position. To read more, click here.
Leave Your IRA Account to Your Kids in Four Steps
Brinton Eaton financial advisor David Hill advises on how best to transfer your IRA seamlessly to your children (page 13). To read more, click here (PDF).
Voices: Robert DiQuollo, On Advising Clients with Cognitive Disabilities
In this online Wealth Manager blog, Brinton Eaton CEO Bob DiQuollo discusses the growing issue and the challenges of dealing with clients with deteriorating cognitive function. To read more, click here.
Brinton Eaton Financial Analysts Awarded “Certified Financial PlannerTM” Designation
Brinton Eaton’s newly minted CFPs®, Janet Critchley and Matt DiQuollo, are featured in this article. To read more, click here.
Brinton Eaton in Madison Offers 2012 Year-End Tax Tips
In this article, Brinton Eaton COO and senior financial advisor Colleen Betzler reviews some of the best actions to take before December 31. To read more, click here.
The Extended Influence of ‘Safe Withdrawal Rate’ Research
The financial planning literature has seen a flurry of recent research into the safe withdrawal rate (SWR). The SWR is the maximum initial percentage of a client’s invested assets that can be spent as a constant standard of living (resulting in a dollar amount that is subsequently inflation-adjusted regardless of market performance) without running out of money when tested over any historical market scenario. To read more, click here.
Are ‘defensive equity funds’ the right play?
“These funds can be a good option for people wanting equity exposure but less risk,” said Jerry Miccolis, a principal and chief investment officer at Brinton Eaton and co-author of “Asset Allocation for Dummies…” To read more, click here.
Avoid Fees That Peck Away At Your Portfolio
“While things might seem pretty scary and unsettled now, cycles like this are pretty common,” says Jerry Miccolis, chief investment officer at Brinton Eaton Associates, in Madison, N.J. and co-author of Asset Allocation for Dummies…” To read more, click here.
Winning Retirement Strategies for Senior Executives
Private Opportunities Club Brinton Eaton principal and senior financial advisor Colleen Betzler was interviewed for this Newsmax publication about senior executives and retirement planning. To read the entire article, click here.
Structural Efficiency
“Jerry Miccolis, CFA, chief investment officer with Brinton Eaton, a wealth advisory firm in Madison, New Jersey, says his firm was seeking downside protection for clients’ portfolios.” To read more, click here.
Your Investment ‘Bucket List’ What You Need Now for a Well-Funded Retirement
“Your biggest threat over a long period isn’t what the markets will do,” Miccolis says. “Your biggest threat is inflation. It’s insidious, but it’s fairly constant.” To read more, click here. (PDF will download)
Jerry Miccolis and Marina Goodman authored the following three articles that were published in the Journal of Financial Planning (Reprinted with permission of the Financial Planning Association, Journal of Financial Planning):
Next Generation Investment Risk Management: Putting the ‘Modern’ Back in Modern Portfolio Theory
“One Monday morning in mid-September 2008, financial planners suddenly found themselves in a new environment—one that was unprecedented in their lifetimes, and in many ways unprecedented in history.” To read more, click here. (PDF will download)
Dynamic Asset Allocation: Using Momentum to Enhance Portfolio Risk Management
“The repeated stresses the capital markets have experienced over the past decade have caused many financial planners to question all they thought they knew about investment management.” To read more, click here. (PDF will download)
Integrated Tail Risk Hedging: The Last Line of Defense in Investment Risk Management
“Over the last few years, the term ‘black swan’ has made its way into the investment vernacular. Popularized by Nassim Taleb (2007) and adopted by financial industry pundits, the term denotes an event of potentially far-reaching consequences that was so improbable it had never yet been observed.” To read more, click here. (PDF will download)
Brinton Eaton Chief Investment Officer Jerry Miccolis talks to CDTV about his book Asset Allocation for Dummies!
Risk Guru Re-arms
This profile of Brinton Eaton Chief Investment Officer Jerry Miccolis appeared in the June 2012 issue of Financial Planning. To read more, click here.
Age Isn’t a Big Factor For Roth Conversions
You are in a prime spot for a conversion if you have negative taxable income, which is common among retirees, says David Hill, a certified financial planner for Brinton Eaton, in Madison, N.J. . . .To read more, click here (PDF will download).
No easy fix to withdrawal rates in retirement
This editorial by Abigail Rosen discussed why any annual withdrawal rate in retirement depends on many factors, both external and internal. To read more, click here.
Jerry A Miccolis Chief Investment Officer Brinton Eaton Quoted in the Wall Street Journal
Jerry A. Miccolis, Chief Investment Officer of Brinton Eaton, an SEC-registered investment advisory firm headquartered in Madison, NJ, was recently quoted… To read more, click here.
Opening Doors With Home-Made Mutual Funds
Managers at Brinton Eaton Wealth Advisors say they don’t look at opening a mutual fund as a way to increase assets. Rather, they see such a move as a means to simplify implementation of a growing investment strategy. To read more, click here.
Rise of ETNs comes with tempered enthusiasm
Notes issued by seemingly strong financial firms can still pose issues for investors, says Jerry Miccolis, chief investment officer at Brinton Eaton Wealth Advisors… To read more, click here.
Brinton Eaton of Madison named one of the Best Places to Work in New Jersey
Brinton Eaton, an SEC-registered wealth advisory firm, has been named one of the Best Places to Work in New Jersey by NJBIZ. To read more, click here.
Planning retirement: How much should you withdraw from your savings?
This article, authored by financial advisor Abigail Rosen, discussed the standard 4% rule and how that percentage varies widely depending on your individual situation and objectives. To read more, click here.
Be Careful with Correlation!
“At the heart of portfolio diversification is the assumption that at least some assets have low correlations with each other. Underestimating correlation leads to overestimating the portfolio’s true diversification.” To read more, click here.
Beware Tax Rules When Refinancing
“Once I tell them they can’t write it all off, nine times out of 10, people say “I’m not going to take more than what’s owed on the mortgage,’” says Robert J. DiQuollo, founder and principal of Brinton Eaton, a fee-only adviser in Madison, N.J. To read more, click here.
Portfolio management can be rebalancing act
…Jerry Miccolis laid out a strategy his firm is using, dynamic asset allocation, to tweak modern portfolio theory using economic data and market momentum… To read more, click here.
Pros And Cons Of Exchange-Traded Notes
ETNs make sense for certain types of asset classes, but they are exposed to the credit worthiness and counterparty risk of the issuer. To read more, click here.
Looking to 70 1/2, a Magic Number in Retirement Plans
…On the other hand, Robert J. DiQuollo, chief executive and senior financial adviser at Brinton Eaton, a wealth manager based in Madison, N.J., counsels newbies to hold off taking distributions, especially this year, when a national election looms. To read more, click here.
Strategies to Enhance Client Relationships
“It’s clearly become more important after the 2008 financial crisis and the Madoff debacle,” said Marla Bace, principal and chief marketing officer for the Madison, N.J.-based firm Brinton Eaton. “There’s more emphasis on the approach, on transparency, on comfort for the client and what is the optimal fit.” To read more, click here.
Giving to charity? It’s best to have a plan
Whether you have $200 or $2 million to give, your donations will go further if you craft a plan for doling out your charitable dollars… “If you’re giving $10 and $20 here and there, it makes it really difficult to track your donations,” says Robert J. DiQuollo, CEO of Brinton Eaton, a wealth advisory firm in New Jersey. To read more, click here.
How to Use Life Insurance to Donate to Charity
…While the proceeds will be included in your gross estate, your estate will receive a charitable deduction for the amount of the proceeds upon your death, explains Robert DiQuollo, a certified financial planner and CEO of Brinton Eaton, a wealth advisory firm. To read more, click here.
8 Moves Investors Should Make in 2012: Brinton Eaton
Brinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with “keeping the faith” in equities and keeping a tight rein on emotions. To read more, click here.
Don’t Neglect Your Financial To-Do List
Brinton Eaton’s year-end checklist for investors, featuring comments by Dave Hill and Abby Rosen. To read more, click here.
Beware the Pitch for Indexed Annuities
…Jerry Miccolis, chief investment officer at Brinton Eaton Wealth Advisors in Madison, New Jersey, believes there are more flexible, less complicated ways to get decent returns and keep portfolio volatility in check. “For most people, even those who are already retired, a diversified portfolio is still the best way to stay ahead of inflation and generate income,” he says… To read more, click here.
Tips to Manage Personal Wealth in Volatile Markets: NAPFA
Practice management and investment speakers at Brooklyn conference take the macro view… Miccolis said that hidden under his book’s cover is his true subject: a book about enterprise risk management (ERM), including topics such as natural hedging, risk exploitation and catastrophe protection. To read more, click here.
Miccolis, Bengen and Evensky on the New Challenges in Portfolio Construction
Conventional wisdom about the best way to construct a portfolio has been discredited, according to three industry thought leaders – Jerry Miccolis, Bill Bengen and Harold Evensky… To read more, click here.
Good Portfolios Embrace Risk
This article is authored by Brinton Eaton CEO Bob DiQuollo. With investors still wary about the markets and the economy, many are wondering about how to risk-manage their portfolios against sudden declines or protracted bear markets. To read more, click here.
Collecting social security: ‘File and Suspend’ strategy may benefit couples
The article is authored by Brinton Eaton Financial Analyst Ellen Clawans. There is plenty to consider when determining the best time to start collecting Social Security as an individual, but what if you are married? To read more, click here.
A Study in Diversity
Beneficiary designations take precedence over the client’s will and can thwart estate distribution plans if they’re not handled properly. Mary Ellen Hancock, CFP®, a financial planner at Brinton Eaton, a wealth advisory firm in Madison, N.J., points out that these designations are found with numerous accounts. To read more, click here.
Four Mistakes to Avoid When Choosing a 529 Plan
Fifteen years after their inception, 529 plans remain popular as an effective way for families to save for college expenses. There are many different plans to choose from, each with various features and advantages. However, just like any investment plan, you should evaluate your options carefully. In Hard Copy.
Thinking Ahead Pays Off When Selling Your Practice
Even if you’re not ready to retire, it’s a good idea to think ahead to the day when you may want to either sell your practice, or sell your partnership in a group practice. How you organize your affairs now can have a significant impact on the success of the transaction, not to mention your future cash flow and comfort in retirement…. November 2011 Hard Copy
Saving For Your Child’s Education: Don’t Wait
If you are a physician who has been practicing for a number of years, with a good personal cash flow and adequate savings, you may be tempted to pay for your child’s college education outright. Well, you might want to reconsider….November 2011 Hard Copy
Sunday Business Section Three Questions
Marla Bace has helped shape marketing plans for firms throughout New York and New Jersey over the past 20 years… Bace spoke to The Star-Ledger about the marketing field… To read more, click here.
FSA HSA MSA HRA – Which One is Right for You?
This article is authored by Brinton Eaton Chief Investment Officer Jerry Miccolis. In tough economic times, having a tax-free medical savings account can be a smart way to save money and ensure you have cash available to pay for uncovered medical expenses. However, there are different types of medical savings accounts – FSAs, HSAs, MSAs and HRAs – and they all have different features… To read more click here.
At What Age Should You Collect Social Security
Just because you can take benefits at 62 doesn’t mean you should. Monthly payments differ substantially based on when you elect to receive benefits. So, the timing of benefits is an important decision that can affect the amount of benefits you will receive for the rest of your life. …To read more click here.
Can Volatility Be Tamed
…“The market collapse in late ’08 is what started us down this road,” says Jerry Miccolis, Chief Investment Officer at Brinton Eaton, a Madison, N.J. wealth manager… To read more click here.
Goodbye, Old Theory
…“One of the conference presenters I’ve been talking to, Jerry Miccolis of Brinton Eaton Wealth Advisors, spent 25 years working at Towers Perrin before he moved into the financial services world.”… To read more click here.
How Corporate Executives Can Maximize Compensation Deals – White Paper
…“Your total employment compensation is, in effect, a portfolio of short- and long-term assets,” Robert DiQuollo, president and chief executive officer of Brinton Eaton, and the paper’s author, said in a note accompanying the report. “These assets must be properly maximized – and their risks mitigated – in order to ensure that no money is ‘left on the table’.” …To read more, click here.
How Corporate Executives Can Maximize Compensation Deals – White Paper
US wealth advisory firm Brinton Eaton guides executives on how to make the most of their compensation packages in a new white paper document, which describes issues going beyond annual salary and bonus. The paper is called “The Executive Guide to Making the Right Compensation Decisions….” To read more click here.
Should You Try Asset Allocation Yourself?
…Fund companies market the 4,000 asset allocation funds under different labels… “The most important thing you can do to achieve success in investing is to get your portfolio’s asset allocation mix right and stick with it,” says Jerry Miccolis, chief investment officer of Brinton Eaton Wealth Advisors and co-author of “Asset Allocation For Dummies.” to Jim Picerno, author. To read more click here.
Pension Cash Outs are Coming
For several reasons, more participants in traditional defined benefit plans will soon be confronting an important choice, and they need your help. Should they take the lifetime pension they were promised, or a lump-sum payout instead… Deciding whether to take the pension or the lump sum hinges on many variables, according to David M. Hill, a financial advisor at Brinton Eaton, a wealth advisory firm in Madison, N.J. “There is no cookie-cutter solution. It’s a client-by-client decision,” he says…” To read more, click here.
Feature: Designing The Ideal Safety Net For Portfolios
…Investing has always been an exercise in taking and managing risk. But the events of the past few years have changed the game. Whatever you call it – portfolio management, investment management, or wealth management – it is now, more than ever, indistinguishable from risk management… To read more, click here.
Behind the Rush Into Exchange-Traded Funds
These funds, which now boast nearly $1.2 trillion in assets, popped up at a pace of about one a day in the first half of this year as more investors warmed to their attractions — including almost immediate portfolio transparency… “Just consider them leaner, meaner cousins of corresponding mutual funds,” said Jerry A. Miccolis… To read more, click here.
Looking For Protection
“Index annuities promise to deliver a guaranteed return, but their costs and complexity are two serious trade-offs…” Jerry Miccolis, financial planner with Brinton Eaton, Madison, N.J., agrees. He diversifies client investments based on their future cash flow needs, life expectancy and legacy needs. He puts conservative clients who need every penny to live on over their lifetimes into diversified portfolios of individual bonds and stocks. He protects all of his clients against… To read more, click here.
Protecting Portfolios Against Contagion
“The fourth quarter of 2008 taught the wealth management industry and its clients the painful lesson that careful asset allocation and diligent portfolio rebalancing aren’t enough to protect against catastrophic market loss…” To read more click here.
Firm Opts To Outsource HR Duties
“As a founding partner, president and chief operating officer of Brinton Eaton, a 24-person wealth-management firm in Madison, N.J., Robert DiQuollo wears numerous hats… To read more click here.
Fix your money mistakes: Not enough risk
“As hard as it may be to stick with stocks, given what has happened,” says Robert DiQuollo, an investment adviser with Brinton Eaton, a wealth-management… To read more, click here.
Retirees Need to Plan for Longer Life Expectancies
“For most people, the biggest threat to a comfortable retirement is inflation, not short-term market volatility,” says Jerry A. Miccolis, CFA®, CFP®, and Fellow of the Casualty Actuarial Society (FCAS). To read more click here.
How to Choose a Financial Advisor
…“Understand if the adviser is receiving income only from clients (fee-only), or is paid by sales commissions, or both (fee-based or fee, plus commission). If the adviser is a straight product pusher who gets paid by selling you more financial products, turn on your heel and move on,” says Robert J. DiQuollo in Scott Gamm’s article on how can you tell a financial adviser from a financial “salesperson.” To read more click here.
Which Mutual Fund is Right for You?
Larry Barrett notes that some investors are finding it much more difficult to sort out exactly which funds make the most sense for them from both a cost and investment perspective, Which Mutual Fund is Right for You? To read more click here.
Heir Loss
“Robert DiQuollo, president of Brinton Eaton Wealth Advisors, in Morristown, N.J., says when planners are checking on clients’ beneficiary designations. It may be important to check state law. As Jay Korn warns readers that Checking how documents name beneficiaries can help to prevent some unhappy endings… To read more click here.
Take the Asset Allocation for Dummies Quiz
The quiz is authored by Jerry A. Miccolis, the co-author of asset allocation for dummies and ran in the Palm Beach Daily Finance Column. To read more click here.
Borrowing from your 401(k) should be a last resort
If you have unexpected expenses such as a hefty tax bill or an expensive home repair, you may be thinking about borrowing from your 401(k) plan.
Think again. To read more click here.
Why the Wealthy Stay Wealthy: They Continue to Invest for the Long Run
Most people who have sizable invested assets make the preservation of those assets a top priority. This requires a focus on the long term. You’re not going to find too many day traders among the rich. To read more click here.
Less is more: Managing company stock
Don’t put all your eggs in one basket. Yet when it comes to employer stock – whether it’s doled out as options, sold at a discount via employee purchase plans or awarded as a company match in your 401(k) – otherwise financially prudent people often ignore this investing wisdom. To read more click here.
Assessing New Tools to Protect Against Tail-Risk Events
Protecting against sudden, severe market drops is as crucial as it is difficult. A plethora of approaches to this problem have been brought to market in last few years, and to evaluate them my firm developed a set of rigorous criteria. These criteria led us to a solution that works for us and for our clients. To read more click here.
Financial Advice that Can Do Serious Damage
Even the most well-intentioned personal finance advice and most standard, accepted bit of conventional wisdom on money matters can be bad in the wrong situation. To read more click here.
Will Your Clients Outlive Their Money?
In a world of increasing uncertainty in which not everyone has amassed a nest egg big enough for retirement, financial advisers are doing a delicate dance: helping elderly clients embrace more investment risk while advising them to try to get by on less. To read more click here.
Tax Deal Could Be a Boon for Retirees
It might not make up for the freeze on Social Security this year, but retirees who are taking distributions from their retirement accounts may now have an opportunity to strike back. To read more click here.
Making the Most of MRDs
There’s no way around these mandatory withdrawals, but you can make sure your money is put to good use. To read more click here.
Voices: Jerry Miccolis, On Private-Client Risk Management – by Harper Willis
There are four key aspects— I call them the four pillars— to enterprise risk management (ERM). When I started working with individual clients. I realized those pillars could easily be applied to individual wealth management. To read more click here.
Don’t Make These Investing Mistakes
Are you confusing diversification for asset allocation? Forgetting to rebalance? Jerry Miccolis is interviewed by Andrea Coombes, Personal Finance Editor for MarketWatch / Wall Street Journal Digital Network. To listen click here.
10 Investment Mistakes to Avoid
The New York Times’ “Bucks” blog reports on Jerry Miccolis’ 10 Investment Mistakes to Avoid. To read more click here.
Preparing for The Next ‘Black Swan’
The August 21-22, 2010 Wall Street Journal article, “Preparing for The Next ‘Black Swan’” discusses what investors are doing to protect portfolios against a “black swan” — an unforeseen event that can wreak havoc on the financial markets. Brinton Eaton expands on this article further in their blog, Protecting Your Portfolio from the Next Black Swan
Actively managed funds no certainty of top results
Carolyn Bigda of Chicago Tribune and Brinton Eaton’s Jerry Miccolis discuss Strategy Indexing; the purchasing of mutual funds that track the performance of the broader market, and how an investor should broach these types of investments. To read more click here.
In Investing in Your 30s: Boosting Your Financial Health
Daily Finance’s Jean Chatzky confers with Brinton Eaton’s Marina Goodman about ways to reduce debt. “…If you need a high income just to meet your fixed expenses, you’re making yourself very vulnerable,” states Goodman. Read more.
NPR Interview with Jerry Miccolis
Steve Pomeranz, host of National Public Radio’s On the Money program, interviews Jerry Miccolis on the importance of considering life expectancy when planning a retirement portfolio. Miccolis describes how most investors significantly underestimate their life expectancies, the impact of inflation and the correlation to the need to stay in the equity markets. To listen to the interview click here.
Retirement: New Ways to Protect Your Portfolio
Brinton Eaton discusses an investment that aims to provide returns and tranquility amid intense market volatility. To read more click here
New Rules for Diversification
By Randy Myers The Wall Street Journal interviews Jerry Miccolis on the benefits of portfolio diversification. Miccolis explains why diversification is important, and highlights how alternative investments can be a key part of an investor’s strategy for growth. To read more click here
Tax Me Now or Tax Me Later?
By Lauren Young Bob DiQuollo sets the tone for this article on Roth IRA conversions. To read more click here.
401(k) Beneficiary Rules: What You Must Know
Most 401(k) investors are worried about whether they’ll outlive their savings and haven’t given much thought to the opposite scenario. This can be a big mistake because there are inheritance rules that may require your account to be distributed in a way that you didn’t foresee. Jeremy Welther explains how to distribute your 401K assets to multiple beneficiaries, such as family members, fairly. To read more click here.
Protecting Your Portfolio Against Extreme Loss
The holy grail of investing is a portfolio that doesn’t go down when the stock market plummets, but goes fully along for the ride when the market soars. There are still no magic bullets, but some new investing strategies are emerging that can help protect a portfolio from major losses and still offer plenty of upside. To read more click here.
NPR Interview with Jerry Miccolis
Steve Pomeranz, Host of NPR’s Morning Edition interviews Jerry Miccolis, co-author of Asset Allocation For Dummies® (Wiley 2009) about how the average investor should approach asset allocation. To listen to interview, click here.
The Ins and Outs of Asset Allocation
By Michelle Singletary I met a woman who asked me to review her 401(k) portfolio. She was worried about how she had allocated her contributions. To read more, click here.
New Life for an Old Idea: Investment Buckets
By Russ Banham That wily poet Robert Burns had it right when he wrote, “The best laid plans of mice and men oft go awry.” Burns could have been talking about the 2007–09 financial crisis, which took a hammer to many people’s investment accounts, not to mention the seemingly hidebound buy-and-hold investment strategy. To read more, click here.
Traveling abroad for better returns
By SHERYL NANCE-NASH While there’s no place like home, sometimes you have to get out of your own backyard — and that includes investing. Impressive growth in emerging economies such as China and India will boost investments that provide exposure to these markets, says the new Emerging Wealth report from consultancy Watson Wyatt. To read more, click here.
In an uncertain economy, what could be safer than a pile of money?
By Tim Grant At a very practical level, cash is a relatively safe investment that rarely loses its nominal value, unlike stocks and long-term bonds, which could lose value and, in the worst of circumstances, become worthless. At a more strategic level, cash makes it possible for an investor to buy other assets when prices take a dive. To read more click here.
6 Great Financial Gifts for Children
By EMILY BRANDON A savings bond or piggy bank probably won’t elicit a squeal of delight from a small child or melt a sullen teenager’s face into a smile the way a video game will. But there are few people who wouldn’t appreciate a gift that appreciates over time. To read more click here.
Absolute Return: Preparing for an Uncertain 2010
By David Bogoslaw It’s a sign of the times that even after a 65% runup in the Standard & Poor’s 500-stock index over the past nine months, investors still feel nervous about what 2010 may have in store for them. To read more click here.
How Long to Keep Financial Documents and When to Discard Them
Most people hold onto boxes full of records they no longer need. And don’t always keep the records they need. Find out what to keep. To read more click here
5 Retirement Risks and How to Handle Them
The May 11, 2009 issue of U.S. News & World Report featured recommendations from Brinton Eaton on addressing key retirement problems. To read more click here
Giving to charity?
Prove it or lose deduction, featured on AffluentMagazine.com” Brinton Eaton’s advice on new IRS rules governing charitable deductions was the focus of this April 2009 article. To read more click here
Is it time to get back into the market?
This Jan 5, 2009 issue of The Christian Science Monitor features Brinton Eaton’s recommendations on how to respond to the market collapse of late 2008. To read more click here
The Perfect Alternative
Brinton Eaton’s research into alternative investments to stabilize portfolios is featured prominently in the Dec 1, 2008 issue of Financial Planning magazine. To read more click here
Volatile markets offer opportunities to harvest tax losses
In this Oct, 17 2007 online interview by Marketwire, Brinton Eaton points out that difficult markets present their own advantages if you are alert to them. To read more click here
Volatile markets prove that allocating funds among noncorrelated assets really does work
Brinton Eaton was quoted in this Sept 1 2007 issue of Financial Planning magazine, commenting on the benefits of adding noncorrelated assets like commodities to a portfolio. To read more click here
Private Equity IPOs: Too Risky?
Brinton Eaton’s opinions on this high-risk asset class were featured in the June 25, 2007 issue of Business Week online. To read more click here.
WisdomTree launches ETF aimed at foreign REITs
Brinton Eaton advisors were quoted in this June 5, 2007 issue of Market Watch. Their comments related to the use of newly-available non-US real estate investment trusts in a diversified portfolio. To read more click here.
Second Home Can Boost Taxes
Brinton Eaton was featured in this May 31, 2007 Wall Street Journalarticle regarding the steps taxpayers should take when moving, or splitting their time, between states with much different tax laws. To read more click here.
Three big mistakes that people make with their retirement plans
In this August 29th 2007 online interview inInsuranceBroadcasting.com, Brinton Eaton commented on ways to improve your retirement strategy. To read more click here
Harvest Time All the Time: A connoisseur explains how to use ETFs to harvest tax losses year-round
Brinton Eaton’s approach to tax loss harvesting was the subject of this article in the October 2006 issue of Investment Advisor. The article also gives a brief overview of the firm’s investment approach and its organizational philosophy. To read more click here
Luxury vehicle, average ride: Despite all the hype, hedge funds likely to disappoint
Brinton Eaton’s rationale for abandoning hedge funds was briefly cited in the June 11, 2006 edition of MarketWatch. To read more click here.
This story was also run in several other publications, including the June 11, 2006 San Francisco Chronicle (under the title “Hedge funds deliver status but not a whole lot more”) and the June 13, 2006 Philadelphia Inquirer (under the title “Hedge funds not offering a boost”).
Don’t forget the magical power of rebalancing
The June 9, 2006 issue of the Daily Record reported on Brinton Eaton’s research into the surprising benefits of systematic portfolio rebalancing, including how adding an “inferior” asset can improve the performance of the portfolio. To read more click here
Investing: How to diversify now
Brinton Eaton was highlighted in this May 15, 2006 MSN Money article. The piece provides practical advice on building a diversified portfolio, and includes a discussion of how a properly managed portfolio can actually achieve a higher return than any individual asset within it. To read more click here
Finding an Index-Fund Genius
Brinton Eaton was featured in this February 25-26, 2006 Wall Street Journal article. The subject was the enlightened use of low-cost index funds to achieve superior investment results. To read more click here
Finance Firm Puts Priority on Clients
A profile of Brinton Eaton Associates appeared in the November 2, 2003 issue of the Daily Record. To read more click here
