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BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

May 3, 2017

Are you ready for the next hot IPO?

An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...

February 28, 2017

Is it really worth paying someone for financial advice?

Although most Americans believe they are not saving enough for retirement, few are able to make lasting c...

October 27, 2016

Are you shopping for health insurance?  Beginning November 1st, you and your family can apply for new health insurance or switch healthcare providers by using t...

October 6, 2016

Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...

September 20, 2016

In retirement, how much can you safely withdraw from your investments?  

When it comes to retirement, the amount you spend is often more important than how you i...

September 13, 2016

What should investors do when markets get bumpy?  

When markets are volatile, it's tempting to change something in your investment plan simply because other inve...

September 6, 2016

Welcome to the Age of Longevity!

When our nation was founded, a citizen could expect to live to the ripe old age of 35.   Now, most of us expect to live that lon...

August 31, 2016

If you're planning for retirement, don’t forget the cost of healthcare. As you age, the portion of your budget consumed by health-related costs is likely to ris...

June 4, 2014

In this video, we discuss our role as a fiduciary and provide an overview of the services we offer our clients.

 

 

June 3, 2014

In this video, we discuss our investment philosophy and how we put it to work for clients.

 

 

 

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