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Go to ABC News Beware the Back-Test Investement Kings
and Their Perfect Hindsight
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No Known Heartbleed Problems


We just wanted to let you know that we have heard from three of our major partners- TD Ameritrade, Blueleaf, and Hidden Levers. They all believe that no information has been compromised on their systems and that they are unaffected by the Heartbleed security issues that are in the headlines right now. We will continue to monitor all pertinent informationRead the Rest…

Retirement Ready: Creating a Financial Planning Philosophy


I have learned that I do my best at something when I have a plan and I practice. To start you have to have a philosophy, an idea or belief about your financial plan that you live by. When I sat for the Chartered Financial Analyst examination, there are three, I would get the syllabus, practice questions and practice examsRead the Rest…

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