Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering heat of a Memorial Day celebration in California’s Central

Finding Substitutes for Traditional Bond Income in Your Portfolio

One of the basic principles of economics is the substitution effect

Why Momentum Exists: A Perspective on Investor Behavior

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the Future”

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

As the U.S. economy continues its steady recovery, midsize firms

401(k) Plans: What Small Business Owners Should Know

Successful business owners are experts in their chosen field. They typically identify and develop

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions

Business Succession Planning: A Short Course

Succession planning in a business context ordinarily involves passing that business on to a succeeding generation

How Being Resilient Can Benefit Your Financial Future

Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important as we look to rebuilding financial futures

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More