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    Preparing for a Market Downturn

    By Jackie Goldstick, CFP®July 3, 2017

    Warren Buffett’s annual Berkshire Hathaway shareholder letters often offer sage advice. His most recent 2016 letter was no exception, including this powerful insight about market…

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    Give Yourself Permission To Hire a Real Financial Advisor

    By Jackie Goldstick, CFP®June 21, 2017

    Setting goals are important. It gives you something to work towards. But there is a huge misconception about goals that most people don’t figure out…

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    Understanding the DOL Fiduciary Rule

    By Jackie Goldstick, CFP®June 5, 2017

    The DOL Fiduciary Rule, requires that all financial professionals who work with retirement plans or provide retirement planning advice must act as a fiduciary.

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    My Personal Finance Vision Statement

    By Todd Schanel, CFA, CPA, CFP®May 31, 2017

    A little while back I began jotting down some of the rules that I try and live by when it comes to personal finance. Eventually,…

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    Standard of Care – Fiduciary or Suitability

    By Jackie Goldstick, CFP®May 1, 2017

    Financial advisor, financial planner, financial consultant, wealth manager, etc. – there are many names used by investment professionals today. But what’s more important than the…

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    Plan For, and Then Accept, Embrace and Appreciate Bear Markets

    By Todd Schanel, CFA, CPA, CFP®April 18, 2017

    While there is no official definition, a bear market has traditionally been defined as a 20% decline in a broad stock market index. Since the…

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    Financial Planning for College Funding and Retirement – Can the Two Go Hand-in Hand?

    By Jackie Goldstick, CFP®March 6, 2017

    How can you save for college while also ensuring that you will have adequate resources for retirement and adequate cash flow to fund “life” while…

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    Understanding What Market Indexes Do…and Don’t Do

    By Jackie Goldstick, CFP®February 27, 2017

    You probably have heard that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. When a popular index, like…

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