[caption id="attachment_3609" align="aligncenter" width="550"] Efficient & Effective Giving[/caption] In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll...

[caption id="attachment_3261" align="aligncenter" width="396"] Investors are better served by patient, passively managed participation in bond and stock markets, leave the foreseeing to a palm reader.[/caption] In our last blog post, we shared the timeless principles we suggest for your fixed income investing. We also previously presented...

[caption id="attachment_3222" align="aligncenter" width="455"] SAGEbroadview: An Eternal Question from The Clash[/caption] Interest rates are at historic lows and, for several years now, numerous market pundits have been forecasting an upward move. This leaves many investors fretting about what might happen when rates rise. Some contemplate whether...

[caption id="attachment_3045" align="aligncenter" width="576"] Dominic with the junior team.[/caption] My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to...

[caption id="attachment_2746" align="alignleft" width="350"] CFP® certification | The NAPFA Standard for Financial Planning[/caption] From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff....