What Is The Best Mutual Fund Class For You?

I’ve said before that the devil of the financial world is in the details. And in my opinion, the real devil is assuming that you understand the details, when really you don’t.   A few weeks ago, a new client came in to our office to meet with Susan Roman and me, let’s call him […]

Financial Fitness For 2017 And Beyond

Ahhh . . . New Year’s. It’s that fateful time when we all vow to take control of our bad habits. It is the time each year when we sit, ponder, and reflect on the wrongs in our lives and take action to fix them. For most of us, our resolutions focus on two things: […]