Experience is the best teacher.
We’ve spent over three decades growing wiser.

Date Title Format
3/13/2014 The Market Just Keeps Going and Going and Going  
12/18/2013 4th Quarter 2013 Financial Planning Newsletter  
12/17/2013 History Suggests Stocks Will Finish Strongly  
11/14/2013 Be Thankful for What the Market Gives  
10/17/2013 3rd Quarter 2013 Newsletter  
10/10/2013 All Eyes on Washington  
9/13/2013 What to Do Now That "Sep-Taper" is Upon Us?  
6/14/2013 2nd Quarter 2013 Financial Planning Newsletter  
2/27/2013 1st Quarter 2013 Financial Planning Newsletter  
2/22/2013 Turning of the Tide? - February 2013  
1/14/2013 All's Well That Ends Well - January 2013  
12/31/2012 Where Will You Live After You Retire?  
12/7/2012 The Mayan Calendar and the Future - December 2012  
11/9/2012 Peering Over the Fiscal Cliff - November 2012  
10/10/2012 We Love Him, We Love Him Not - October 2012  
9/12/2012 A Look at the Major Themes in the Portfolios - September 2012  
9/6/2012 10 Top Tax Breaks Set To Disappear After 2012  
8/3/2012 What Are Inverse Funds? - August 2012  
7/24/2012 The End of Trends - July 2012  
6/30/2012 2nd Quarter Newsletter  
10/23/2011 Financial advisers set to take your calls  
10/23/2011 Financial planners answer readers' questions  
7/25/2011 FGCU prof says 'sorry spectacle' won't end with U.S. defaulting  
8/3/2011 Stock market woes: Advisors try to temper the panic  
9/18/2011 Add assets but keep costs down by using model investment portfolios  
8/28/2011 Volatility proves fertile for tactical strategists  
7/1/2011 Names and Faces