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As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing every ounce of gains that have been produced over the last couple of years.

Extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our loved ones. Yet many retirees approach it with trepidation and wonder if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life.

The end of a calendar year often leads us to think about the upcoming tax season.  A question I get from a number of clients after receiving their year-end statements is, “Are my investment advisory fees tax deductible?”  And the answer is, “It depends.”

If you listen to any of the world’s leading investors, they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you. That's because strategy, while important, is nothing more than a manifestation of an investment philosophy.