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Most people dream about what they’ll do when they retire, but they don’t know how much money it will take to get there.  We use evidence-based investment strategies to help our clients prepare for the retirement of their dreams.

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Invest Like a Girl

  • August 1st, 2022

2022 – 08/01 by Katie (Keary) Marsden, CFP®, CDFA® Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money. As a wealth planner, I have identified several areas of concern that may impact a woman’s financial health. Don’t worry, I’ve…

Economic Brief: All Eyes on Inflation for the Remainder of 2022

  • July 26th, 2022

2022 – 07/26 by Larry Swedroe, Chief Research Officer While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels, namely the Federal Reserve’s battle against inflation, Russia’s invasion of Ukraine and ongoing supply chain struggles. The markets have already…

The “4Rs” of Behavior Finance

  • July 18th, 2022

2022 – 07/18 by Sean Brooks In his book, “Thinking, Fast and Slow” , psychologist Daniel Kahneman examines the two brain systems that drive the way we think while also shining light on the common biases that impact decision making. As it turns out, our brains are hard-wired to make fast, intuitive and emotional decisions shaped by…

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