Have you ever heard that a blindfolded monkey throwing darts at a page of stocks would do better than a human at picking winners? There’s some truth to this.
An easy explanation of the three major factors that form the foundation of your Social Security withdrawal decision.
If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.
When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.
Dillon McGill, CFP® breaks down the most common retirement spending strategies — and the one we favor for our clients.
Why some advisors have a problem with the new Fiduciary Rule developed by the DOL, and why we champion it at Grubman Wealth Management.
The Vanguard 500 Index fund has strongly outperformed the majority of managers for most of the past 40 years. Here’s how Grubman is aligned with Vanguard, and how we differ.
“Is buying a home a good investment?” This is one of the most common questions we get in our business. That’s not surprising, since a home is most people’s largest single asset, and so many of our clients live in the hot San Francisco Bay Area real estate market, where price appreciation has been in the double digits for several years. The answer to this question is rarely simple, but in most cases, buying a home is a good investment because of the intangibles—joy, stability, pride—it provides to its owner. However, it’s important to maintain grounded financial expectations, whatever youRead More
Health savings accounts (HSAs) are one way to mitigate the effects of the ever-increasing costs of healthcare in the U.S.
How much money will you need to retire? Answering this question is a cornerstone of the financial planning profession.