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»

Curbstone consultants utilize numerous resources and partners in bringing about effective planning and portfolio management systems for our clients.

For example, we utilize software solutions from Advent, the leading portfolio management system in the industry.

We do not hesitate to recommend experts in taxation, law, or planning where it is believed such recommendations are required in the fulfillment of client objectives.

In our client evaluation work, we often work with evaluative software developed by Ibbotson Associates, considered by many to be the world's leading authority on asset allocation statistics and portfolio evaluation software. Continuing updates of these resources through Ibbotson provides a valuable resource for our clientele.

And, in cases where we determine the appropriate portfolio decision to dictate a dynamic approach to asset allocation, we utilize nationally-recognized portfolio manager Hammer Asset Management to implement our strategy. David Hammer is considered one of the foremost experts in the country on the subject of asset allocation theory and implementation.