Achieving Financial and Life Goals

How might taxes impact my savings? Do I have the right insurance should something unthinkable happen?
Does my estate plan reflect my desire to assist my family?

There is a mountain of evidence – including an academic-based investment strategy – that is the foundation of how we scientifically invest our clients’ wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.


Learning Center

Minimize Regret Over Maximizing Returns

  • August 12th, 2020

When reevaluating your tolerance for risk, now or in the future, it’s worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Learn how. By Doug Buchan “Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and…

Figuring Out if You Should Retire

  • February 26th, 2020

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. By Connie Brezik, CPA/PFS, CFP®  Anyone considering retirement, or who has retired in the recent past, understands that there…

Financial Decision-Making in an Aging World

  • April 17th, 2019

The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it. The World Health Organization reports that by 2050, 2 billion people (22% of…

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