Surfing Tips for Investors

Investors surfing the current stock market wave can manage downside risk to avoid wiping out their retirement savings.

Lessons From A Winner

Richard Thaler’s groundbreaking work in behavioral economics helped him win this year’s Nobel Prize. Find out how Thaler’s principles can help the educated investor make more appropriate financial decisions.

What If…?

It’s a difficult discussion to have, but it’s absolutely necessary: Life insurance and appropriate estate planning can be crucial to a family’s financial future.

Protecting Your Identity

Credit bureau hacks are such a routine news story these days, it’s easy to get lulled into a sense of complacency about what to do. Educated investors can follow these tips to make sure they’re well-protected.

Keeping Your Finances Secure During Natural Disasters

Natural disasters may not just threaten lives and property but can have a profound effect on finances too. Find out what you need to do to protect your finances during storms and other events.

Fiduciary Ruling Not Out Of The Woods Yet

Changes to the Department of Labor’s Fiduciary Rule has long-ranging effects for investors and their advisors. Find out how to make sure you’re protected by understanding these important new rules.

Paying Medical Bills: Understand Your Options

Don’t let unforeseen medical expenses crush your financial goals. Learn some tips to help navigate the expensive and confusing labyrinth of medical costs and insurance.

Traits of Financial Success You Can Understand

I love using comparisons to simplify and explain difficult life concepts. My kids, at this point, hate them. In our house, my kids refer to them as “life lessons.” Life lessons, in the Cutter household, always start something like this, “Well, you know, Phoebe, it’s kind of like…” and that’s usually as far as I […]

Financial Opportunities For Military Families

My son, Max, is going into his junior year of high school. Since he has started thinking about college, we have had many conversations about career choices. We have talked about the pros and cons of different jobs, including the salary potential. I would love to tell my kids to just “do what they love”—but […]

Mistakes All 25-Year-Olds Must Avoid

A few weeks ago, I met with a couple of clients of mine that I have worked with for a number of years now. I will call them Bob and June. Bob and June have been a pleasure to work with and are two of the most vigilant folks I know. As we were finishing […]