MORE THAN HALF OF RETIREES REGRET POOR PLANNING Survey also finds employer guidance is generally underused MSNBC.com BOSTON - While [more] Lots of Gain and No Pain! Americans prefer to be deceived rather than face the hard [more] Economic View [more] ...more news»

Investment Management for (small) Institutions

THE PERILS OF INVESTMENT MANAGEMENT FOR(small)INSTITUTIONS Thomas Lewry, CFP® I have served in and around the investment advisory business for the vast majority of my thirty-year career in [more]

Three Steps to Financial Confidence

ASSET ALLOCATION PORTFOLIO OPTIMIZATION AND OTHER IMPORTANT INVESTMENT TERMS THE OLDER I GET, the more it seems that there are certain fundamental truths, if learned properly, will [more]

Relative Performance

RELATIVE PERFORMANCE Most investment managers are “relative performance” people. Indeed, the worst thing a manager can do is to not accept the charge he is [more]

Protections Afforded Our Clients

PROTECTIONS AFFORDED OUR CLIENTS When we established our asset management system, a great deal of thought was given to the protections afforded our clients. Abuse [more]

On Perpetuity & Investment Advisor Relations

On Perpetuity and Investment Advisor Relations In the early part of my career as an Investment Advisor, I gave consideration to the issues of multi-generational service [more]

Economic View

[more]

Lots of Gain and No Pain!

Americans prefer to be deceived rather than face the hard choices of doing something about budget deficits and funding Social Security. By Robert Samuelson Newsweek Feb. 21 issue [more]

MORE THAN HALF OF RETIREES REGRET POOR PLANNING

Survey also finds employer guidance is generally underused MSNBC.com BOSTON - While two-thirds of retirees are living the lifestyle they hoped for, more than half wish they [more]