Understanding your investment time horizon is a key component of success in the investment world because it’s the period of time you expect to hold an investment strategy until you’d like the money back. Since the inception of the S&P 500, there have been zero rolling 20-year periods where (if you were invested solely in the S&P 500) you didn’t have more money than when you started.

Tips and challenges for transitioning into retirement  

A Guide for Saving and Investing for Short and Long-Term Goals

Download the PDF version of this checklist: Private Wealth Design Checklist

It sounds like a simple question, but it’s actually pretty difficult to answer: what matters most to you? The most productive charitable giving comes from first determining what your charitable goals are.