Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Jonathan Clements and the Seven Lies of an Investor
Jonathan Clements is one of our favorite journalists because of his common-sense approach and his focus on what is best for investors. Creating awareness is one way to combat the lies mentioned by Clements in his recent WSJ piece. The other is having an advisor on your side. Click here to read more.
2015 Summer Reading from Carl Richards
As promised, we’ve prepared this year’s summer reading for our clients and will be mailing books out this week. It’s the latest from the NY Times sketch guy, Carl Richards. The One-Page Financial Plan is a great starter tool for anyone who hasn’t achieved a clear financial plan. If you can’t commit to reading the entire book, don’t miss the intro, chapter 8, and chapter 9.
Would you like a copy for a friend? Visit our website to sign them up for our newsletter, and we’ll send them their very own book.
Better Outcomes with Less Agony
Matt Hall shares how reading Larry Swedroe’s first book brought him solace after having spent time in an industry where everything was too akin to gambling in Vegas.