Information on what’s important to you

The newsletters, financial calculators and other resources we’ve assembled are designed to give you knowledge into financial matters important to you and help build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates.

Newsletters

Financial Journeys
Quarterly newsletter covering general retirement and financial planning topics to help you understand various issues and how to address them
Small Business Dimensions
Quarterly newsletter covering issues relevant to entrepreneurs and small business owners. The focus of articles includes company management, financing issues and other timely issues impacting small businesses
Successful Women
Quarterly newsletter covering information relevant to women investors. The focus of articles includes financial planning concerns, family issues and other timely issues impacting women

"Financial planning is a lot like coaching. You have to start with the basics and train for the long term – you can't give up at halftime or in the fourth inning."

"The same passion I bring to the field as a coach, I bring to the table as a financial advisor."

"With the ebb and flow of the game – or the market – it is important to stick to the game plan and not react with emotional recklessness."

"I believe that two components of great coaching are to be caring and to be candid, whether it's with your players or with your clients."

Information on what’s important to you

Newsletters

Calculators

Resources

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