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The Other Retirement Plan

Our mission statement is “to provide like-minded individuals with financial and emotional security.” While our day to day focus is managing investment portfolios and creating financial plans so that our clients can realize their retirement goals, we also want to help...

Financial Reform?

The Dodd-Frank Wall Street Reform and Consumer Protection Act that cleared Congress on Friday, like the health care reform legislation before it, is a complicated document. The US Chamber of Commerce estimated that the 2,319 page bill will generate 533 new...

Free Agent Forecasting

What can LeBron James teach us about financial experts forecasting the future? I’m probably in the minority of those of us who participate in this blog as a fan of the National Basketball Association, so some of this information may be new to some of you. That said,...