Thoughts on S&P's decision to exclude non-voting stock from indexes Blog, InvestmentsChris Jaccard, CFP®, CFAAugust 3, 2017
Beware the Rollover Offer: 5 Important Questions to Ask Blog, Investments, Personal FinanceChris Jaccard, CFP®, CFAMay 27, 2016
New Department of Labor Rules Coming Soon Blog, Investments, Personal FinanceChris Jaccard, CFP®, CFAApril 4, 2016
Five Investments to Consider at 50 Blog, Investments, Personal FinanceChris Jaccard, CFP®, CFAAugust 11, 2015
Returns for Globally Diversified Portfolios in 2014 Blog, InvestmentsJim Freeman, CFP®January 16, 2015
Is it better to invest all at once in a lump sum, or little by little over time (by dollar cost averaging)? Blog, InvestmentsChris Jaccard, CFP®, CFAApril 29, 2014
Should You Get Your Financial Advice from a Private Fiduciary or a Representative of a Publicly Traded Company? Blog, General, InvestmentsJim Freeman, CFP®March 14, 2014
Meeting the Retirement Income Challenge: Total Return Blog, InvestmentsChris Jaccard, CFP®, CFAFebruary 28, 2014
Step-Up in Basis Rule-Common Mistakes Blog, Investments, Personal FinanceEllen Li, MSBA, CFP®February 19, 2014
The stock market is at all time highs! Is now a good time to exercise your stock options? Blog, InvestmentsJim Freeman, CFP®November 4, 2013
