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Four Easy Ways to Raise Financially Savvy Kids

Only 17 of the 50 states in America require high school students to take a personal finance course as a part of their secondary education¹.… Read more

Three Things Every New Investor Should Know

Michael Fertig, Vice President, discusses the three things every new investor should know. Watch the video to find out more!… Read more

What Is Next for Gold?

An illusion of safety Gold investing has generally been promoted as a safe storage of value for high anxiety and inflationary times. Examining historical data… Read more

China’s New Normal

photo credit: Sprengben via photopin cc The other day I was talking to my dad over the phone. As a general hotel manager at a… Read more


Foreword The World Cup has just kicked off in Brazil. While not all Americans fully appreciate the magnitude of the event, the World Cup is… Read more

$1 Billion in Investment Assets! What This Means for Our Clients

We have recently passed the $1 billion milestone for client assets where we provide management or other services. This is a tremendous achievement for us… Read more

5 Reasons to Hold onto Bonds in 2014

photo credit: David Paul Ohmer via photopin cc A historical persepctive During the last 30 years, bonds have been a rewarding investment, especially when adjusting… Read more

Life’s Transitions and Finances: Marriage, Divorce and Widowhood

Life changes like marriage, divorce and widowhood are considered among the most stressful to endure. That pressure is intensified when one’s finances are out of… Read more

Behavioral Finance Put to the Test with Undiscovered Managers

While markets are expected to behave efficiently over longer time frames, anomalies can appear in shorter spans. These anomalies are often attributed to human behavior.… Read more

High-Frequency Trading – a Tempest in a Teacup for Long-Term Investors

Michael Lewis, author of the “Big Short” and “Boomerang,” was promoting his new book “Flash Boys” on the March 30 episode of 60 Minutes on… Read more