Financial Articles

A new school year has begun, and that marks the start of college for many. It's an exciting time, full of possibilities and promise! We offer our downloadable, 27-page College Success Guide in the hope of inspiring and empowering young people of all ages to learn and prosper. It's a real-life story, filled with thoughtful …

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Below are a few questions that you can ask if you're shopping for an investment advisor.  Some things we’d be looking for in the answers are (1) a willingness to listen to and support you; (2) a sense of openness and transparency; (3) that they have clear processes that they follow in terms of investing and tailoring portfolios to their …

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Collaborative Practice Estates & Trusts takes a professional team model — Collaborative Practice — that’s been highly successful in the arena of divorce over the past 20 years, and applies it to the fields of estate planning and settlement.  In general, Collaborative Practice is an alternative dispute resolution model that is designed to …

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Given the title, you might be wondering if this article is biased in favor of fee-only financial planners. Of course it is! We’re not pretending to be objective about it. So, pardon us as we jump in and revel in the business model that we chose 23 years ago! Our starting premise is that you, the investor, are intelligent, inquisitive, and thorough …

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