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The financial world moves at a very fast pace, and we want to help you stay up to date on market changes, outlooks, trends and useful tips to assist you along your financial journey.

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Quarterly Perspective – Vol. 20, No. 1

Winter 2013 The Fiscal Cliff (Act II): The Debt Ceiling & Spending Cuts by Will Williams Why NOT to Invest in Gold by Brian Christensen, CFA Plan, PROTECT and Prosper by Betty A...
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Quarterly Perspective – Vol. 19, No. 4

Fall 2012 We Simply Do Not Know Yet by Will Williams Should I Buy Long Term Care Insurance? by Stephanie Ricketts, CFP ® The 4% Rule by Brian Christensen, CFA Continue reading...
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Quarterly Perspective – Vol. 19, No. 3

Summer 2012 The Road Map for the Second Half by Will Williams The Behavioral Investor by Brian Christensen, CFA Establishing Florida Residency by Patrick Smarjesse, CEBS Continue...
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Quarterly Perspective – Vol. 19, No. 2

Spring 2012 Investor Sentiment Has Not Yet Turned the Corner by Will Williams Does Quality Matter? by Brian Christensen, CFA 2012 Update to the Illinois Estate Tax by Karen M...
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Quarterly Perspective – Vol. 19, No. 1

Winter 2012 A Changing of the Guard by Will Williams Is Diversification Dead? by Brian Christensen, CFA 2012 Tax Law Changes and Pension Plan Limitations Continue reading...