Your Voice of Financial Reason

Our Voice of Financial Reason

Tue, 01/28/2014

Alan Spector and Keith Lawrence wrote Your Retirement Quest based on a decade of research and interviews with more than 200 retirees. For more about Alan and... Read More

Fri, 01/24/2014

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

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


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