I recently got a new smartphone. In the setup process, I was presented with all sorts of options. Selecting a language was pretty easy, but I had to think harder about some of the other ones. Did I want the phone to use my location? Did I want to share data... Read More
Our Voice of Financial Reason
Sat, 01/18/2014
One of the most important things parents can teach their children about money has to do with the delay of gratification. If children can only be satisfied with instant... Read More
Tue, 01/14/2014
Over the past several years, many Americans have begun to question their ability to prepare for a financially secure retirement. This awareness now begs the question, how will pre-retirees adjust their retirement expectations to match their economic realities?
... Read More
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
