Blog

A Brighter Financial Future

August 2, 2018

A recent Money Matters on Campus survey revealed that more than 40% of new college students didn’t feel prepared to manage their money. Some were reluctant to even check their bank accounts for fear of what they might find. Clearly, some advice would be helpful.
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Successful Investing

May 23, 2018

During more than 3 decades of working with clients with a vast variety of investment objectives, life aspirations and temperaments, we have noted several qualities that are very predictive of success at investing with success. Indeed we look for these 3 characteristics when we interview prospective clients to determine their fit with our financial planning practice.
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Afraid to Plan?

April 19, 2018

It has been said that most folks spend more effort and time in planning their family vacation than they do their financial futures. Let’s face it - planning a vacation is a whole lot more fun. Perhaps the inertia to develop a financial plan has something to do with the almost over-whelming variety of variables that need to be considered.
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A Risk Free Investment??

March 14, 2018

Is there truly a “risk free” investment? To consider this question it is first necessary to define and understand risk. Only after you understand the different risks of investing and the tradeoffs necessary to minimize that risk can the appropriate portfolio be constructed to pursue your financial goals.
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