Blogs and More

Here's an update on some of the latest fads in finance and investing. We're not losing sleep over them and hope you are not either!

Thinking about hiring an investment advisor? Here's a checklist of questions to ask.

Choosing an appropriate mix of cash, bonds, and stocks is among the most important decisions an investor can make. As we advise our clients, here's our process...

Completing our Retirement Ready Workbook is the first step in creating a comprehensive retirement plan.

Grandpa Harry and Grandma Harriet's attic provided some unexpected perspective on long-term investing. Will you have the same discipline and optimism as they did?

Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.