Publications

Be Complete!
by Jim Bell, CFP®, President and Founder
posted: February 2012

Bonnie and I had the pleasure of traveling to San Diego between Christmas and the New Year. We arrived just in time to take the trolley to the Holiday Bowl...

Last Minute Tax Tips for Investors
by Matthew King, CFA
posted: December 2011

With farmers for in-laws, I know that the harvest doesn’t end this time of the year just because the cold weather begins...

Stress Testing: It’s Not Just for Banks Anymore
by Matthew King, CFA
posted: September 2011

In early 2009, the Federal Reserve put the balance sheets of 19 financial institutions through an examination...