Evaluating the Summer Rally

  Weekly Update – August 27, 2012 After another slow trading week, markets closed slightly down, with the S&P losing 0.50%, the Dow dropping 0.88%, and the Nasdaq losing 0.22%.[i] With the S&P 500 edging close to another record high, you might be wondering how...

The Foundation, Part 1: A New Lens

    Have you ever asked yourself, Am I doing all of the right things with my money? Most of us have… Establishing Wealth Objectives serves as a new lens to determine the answer to that question.