Your Voice of Financial Reason

Our Voice of Financial Reason

Fri, 01/10/2014

This is a must-watch PBS FRONTLINE documentary for those concerned about securing a comfortable retirement. As fiduciaries, we are extremely proud to always act in the best interests of our clients as we deliver independent advice to help them achieve their financial goals. 

To watch the... Read More

Thu, 12/19/2013

There are a lot of things that come with having children, such as sports, camps, lessons and other activities that can stretch the family budget. Carl Richards, director of investor education for the BAM ALLIANCE, writes that there are other things to consider than just money when it comes to... Read More

Mon, 10/14/2013

We are thrilled to share the news that, this week, Eugene Fama of the University of Chicago, the "father of modern finance," was awarded the Nobel Prize in Economic Sciences. Professor Fama was honored along with fellow professors Lars Peter Hansen and Robert... Read More

Tue, 10/08/2013

Today we'll continue our discussion on the shutdown by exploring further the emotions financial crises cause and the risky behavior that can be generated as a result.

One of the reasons investors resort to risky... Read More

Mon, 10/07/2013

I've been getting many calls and emails from investors who are very concerned about the stock market, given the partial shutdown of the federal government and the looming crisis if... Read More

Tue, 09/24/2013

When politicians try to persuade us to support something they want, they often invoke the middle class. They talk about protecting the middle class. They talk about how important the middle class is to the economy. But the main reason they talk about the middle class is because most of us think... Read More

Wed, 02/13/2013

If you think money can't buy happiness, you're not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn and Michael Norton, two rising stars in of the world of behavioral science.

In Happy Money, Dunn and Norton provide an engaging and often... Read More

Tue, 01/15/2013

 Self-knowledge is an essential ingredient to understanding and improving your relationship with money.  This includes taking a more holistic approach to evaluating your financial life.

Therefore, in addition to tracking your net... Read More

Mon, 12/10/2012

Five Wishes is an advance directive template created by the non-profit organization Aging with Dignity.  It is an easy to use legal document written in everyday language that helps you to communicate how you want to be cared for in case you become seriously ill or incapacitated.

Your Five... Read More

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