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Cautious Pessimism: 2014 First Quarter Market Report

The U.S. stock market reported very modest gains in the first quarter of the year, and it was actually uncertain until the final trading day whether the quarterly returns would be slightly positive or negative. In the end, the Wilshire 5000 index—the broadest measure of U.S. stocks and bonds—rose 2.04% in the first three months […]

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Which Financial Advisors Are Transforming Their Profession?

I was a bit confused when I received an email today from a local business owner congratulating me for being named among the top financial advisors who have most transformed the financial advice profession.  I thought perhaps he read my online resume and was referring to when BusinessWeek named me as one of the top 15 financial planners in 2009. A […]

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