This communication is normally reserved for clients and friends of our firm. We share this issue because it contains the first of many quizzes to come in the future. Click here for the latest EI.

For our more technical audience this article is a “must read.” Comments from Matt Hall are featured throughout, including this response: “The alternative to what we do is guesswork,” Hall says. “What we’re trying to do is the opposite: have clear expectations, academic evidence, and strong performance over a long period of time. If you can do that, you can sleep well knowing you’ve given people the strongest odds for success.” Morningstar subscribers can click here for the full article.

Today Show contributor Jacoba Urist asks what are the five questions a financial planner should ask you?
Our own Matt Hall is referenced in this national piece. Click here for the article.