Is there that much value in holding an individual bond to maturity? We don’t think so.

Why we choose bond ETFs over individual bonds against the traditional argument.

A refresher on the basic functions of bonds, explained for creative types (me).

Read our take on our industry’s doomsayers.

Using model allocations for our clients works well, as long as we get these two things right.

Holding too much of a single security is a risk many can’t afford to take.

The people of the past couldn’t predict the future. We can’t either.

Insurance offers risk mitigation, but you only need coverages that align with your financial plan.

Finding a risk tolerance that works for you.

Give your survivors that gift of a plan.