Risk-First, Evidence-Driven, Sleep-at-Night Investing
In a world that celebrates the cult of “buy and hold” on one side and aggressive market-timing on the other
Health and Wealth in Retirement
Benjamin Towne’s Pennsylvania Evening Post was the first newspaper to print the Declaration of Independence, on July 6th, 1776.
The Pennsylvania Evening Post w
As you near retirement, it’s natural to start focusing on your financial future, planning for a stable and comfortable life in those golden years. But the path
While there are many valuable reasons to use a professional when managing your investments, these are the Top 4 Reasons why you might want to consider using The
Economy
Small Business Optimism, Confidence
Small to medium businesses, defined as privately held enterprises employing 500 or fewer, are an important part of
Lots happening in the markets, working with clients, and living life.
Resuming my weekly summary of events in the economy, markets, and specialty areas of
Plan First Philosophy
Sound planning must support the adoption of any financial/investment strategy. Our practice will work with you to help you analyze your