April 1, 2019A Pause or a U-Turn? Financial markets were exceptionally strong in the first quarter of 2019. Nearly all major asset…- October 3, 2013Integrative Wealth Management: Our View Over the past half-century, our American health care system has evolved from a model dominated…
- July 4, 2013Sticking to Your Investment Diet Government statistics tell us that more than one-third of Americans are obese1, a fact that…
- April 3, 2013I-Harmony: Marrying Investment Goals and Assets The goals-based approach to investing seeks to maximize the probability of achieving each investor’s…
- January 3, 2013Asset Classes, Risk, and Return: A Post-Modern Perspective Asset classes are the building blocks used to construct an investor’s strategic…
- October 3, 2012How Confident Can You Afford to Be? When flying on a commercial airline, how confident are you that your plane…
- July 3, 2012Creating a Financial Hierarchy of Needs Defining, quantifying, and prioritizing our financial goals are the first steps in the Goals-Based…
- March 4, 2011What Now? Sixty Years of Modern Portfolio Theory This spring, Queen Elizabeth II will lead a flotilla of 1,000 ships,…