March 2012 Newsletter

March 2012 Newsletter

Recently, I was asked to begin writing for Forbes.com. I thought an interesting topic for my first article would be a focus on how a financial plan can help at different stages in one’s life. That first column is below, and as I add additional columns,...
May 2011 Newsletter

May 2011 Newsletter

Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of the issues being addressed was whether there should be...