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September 7, 2017
Tips for Protecting Your Information Online

By John Flegal

Electronic innovations have expanded our use of technology, making financial transactions and communications convenient, yet they also have related security risks that we must be aware of and man... Read more

Client Ready / Practice Management

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April 13, 2017
How Skydiving Can Help Explain Investment Risk

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What can skydiving teach us about investing? It teaches about risk and reward, and can give you a perspective on risk that may... Read more

Client Ready / Investing / Portfolio Management

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April 6, 2017
Investing for the Future, Not in the Future

By J. William G. Chettle

A version of this article appears in our spring 360 Insights quarterly newsletter.   “I have no doubt that in reality the future will be vastly more surprising than anything I can imagine.”... Read more

Client Ready / Investing

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April 4, 2017
The Lesson of $1

By Karen Parker

One of the best opportunities to grow your money over the long term may come from making an investment in the stock market.... Read more

Behavior Management / Client Ready / Investing

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March 14, 2017
Happy Pi Day (Cherry Pie Included)!

By J. William G. Chettle

In case you are feeling short of things to celebrate, there is always Pi Day – March 14 (3/14).   As you remember from high school math, Pi (Greek letter “π”) is a mathematical symbol repres... Read more

Client Ready / Investing

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February 14, 2017
3 Reasons Investors Should Update Their Investment Policy Statement

By Sheldon P. McFarland

Just as regular health checkups with a qualified physician are an important proactive step to maintaining your physical health, regular financial checkups with an experienced financial advisor... Read more

Client Ready / Investing

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February 7, 2017
The Folly of Chasing Dividend Yield

By John Scruggs

This blog is from the February issue of Portfolio Perspectives. Since the “great recession,” interest rates have been considered low by historical standards, and it’s not just a recent phenomenon... Read more

Client Ready / Portfolio Management

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February 2, 2017
Stupid Stock Market Tricks: The Super Bowl Indicator

By J. William G. Chettle

As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself.... Read more

Behavior Management / Client Ready / Portfolio Management

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January 26, 2017
Q4 2016 Investment Committee Briefing

By Payel Farasat

Without question the biggest story of the fourth quarter, in fact all of 2016, was the U.S. presidential election. Regardless of your political leaning, it is a fair bet that market performance d... Read more

Client Ready / Portfolio Management

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January 23, 2017
Hindsight is Clearer Than Foresight

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. Predictions on November 7, 2016, the day before voters elected Donald Trump as our next president…... Read more

Behavior Management / Client Ready

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