Knowledge for your financial life

To help you become more knowledgeable and informed about all things financial, we have assembled a range of resources, including market commentary, newsletters, videos and white papers. Feel free to revisit this page regularly to see our latest updates.

Investment strategies & tools

Family and community

Charitable Giving White Papers


Special Needs Trust video


To receive regular issues of our newsletter in your email in-box, contact us

Social media

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.