(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch meeting today, I was weighing out the...

It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...

One of the most difficult things about the internet is the constant deluge of information. I heard it said very recently that one of the...

You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...

I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...

The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...

We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...

Market Review: June 2014 Written by: Steve Osterink, Jr. By the end of May, the US stock market hit another record high. Now that winter...

Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...

Market Review: April 2014 Continued Uncertainty in Emerging Markets Emerging Markets (EM) continue to struggle and capture the attention...

“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....

“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.”  — Simon Sinek Do you ever stop to...