Publications

Articles of Interest

On the Road Up Expect Lots of Valleys
Even good years can test the will of stock investors

Finding Your Vision
Financial success starts with clear long-term goals

8 Great Gifts You Don't Need to Wrap
Give gifts that keep on giving

When to Call Your Financial Advisor
Frequent communication keeps plans in synch

Are You Ready for a Natural Disaster?
Advance planning is critical when Mother Nature strikes

Let the Dividends Roll
Dividend reinvestment is a quiet but powerful force

Why You Won't See Bright Sky Group on CNBC
Long-term, disciplined investment principles are too dull for major media

Six Things Kids Should Know About Money
Financial lessons for all ages, especially the young

Turn Goals into Numbers
Quantifying financial goals is a prerequisite for achieving them

The Secrets to Maximizing Your Social Security Benefits
Best options depend on individual circumstances

Beware Hot Picks
Investing articles may not tell the whole story

A Small Book with a Big Message
The Investment Answer Poses the Right Questions

The New Normal is Not So New
Markets move on even when some investors don't

Entrepreneurs and Their Portfolios
Does the entrepreneurial approach translate to personal investing?

Avoiding a Long-Term Care Crisis
Planning is the only cure

The Cost of Impatience
Buy and hold is still the exception to the rule

What Does Transparency Look Like?
Knowing and getting what you pay for

Too Much Company Stock?
Diversification begins at the office

Deal or No Deal
Weighing a sure thing against an unknown payout

Riding Out the Turbulence
An investment policy statement takes emotion out of investment strategy

Understanding the Math of Retirement Planning
Finding your "turnaround point" and other key measures

Not All Risks Are Created Equal
The risk you need and the risks to avoid

Should you consider converting to a Roth IRA in 2010?
Special tax treatment applies this year

Acting as an Investment Steward
Rules of the road for not-for-profit board members

A Quiet Revolution
Fresh approach to wealth management favors planning over prediction

Asset Class Investing 101
What it is and why it matters

Fiduciary Duty
Once and for all, what does it mean?

Plan to Win
Avoid the 5 most common planning pitfalls

Trust Your Instincts. But Not in Investing
Why human nature can derail investment results