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Jun 29, 202137 min read
Halftime 2021: An Interview with Steve Osterink Jr., CFA®,CFP®
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...

Sep 9, 20164 min read
Can a Financial Planning Movie Win an Academy Award?
Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However,...
Oct 2, 20152 min read
What Can We Learn From A Market Correction?
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...


Oct 3, 20144 min read
Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Jun 25, 20147 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
May 27, 20148 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...

Jan 27, 20142 min read
WHY do you invest?
“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.” — Simon Sinek Do you ever stop to...
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