How fast do you drive? A frame for understanding risk ...
by David Jester, CSRIC When I turned 16, my father took me on a drive. We headed into ...
Saving for College? Be Ready for the Inevitable
by David Jester, CSRIC As a former teacher, I’m convinced that I always learned more from my students ...
Five Ways to Give to Those Doing “The Work”
by David Jester, CSRIC We recently sat down with a very dear client (let’s call him Andy) who has ...
How Much is Enough?
by David Jester, CSRIC Many of our clients come to us requesting a magic number. They want to ...
132 Cans of Beans and Other Lessons in Behavioral Finance
by David Jester, CSRIC A little over a year ago, you may remember, things changed. We’d heard about a ...
Making Dreams a Reality
by David Jester “Without a plan, you’re planning to fail.” – Collective Wisdom That’s what they used to say ...
What does your money do while it sleeps? The stewardship ...
by David Jester, MFA, CSRIC My father often uses his favorite word, stewardship, to describe the work that we ...
There is a Proven Way to Ensure We Have a ...
by Patrick Walker Congressional Democrats recently introduced legislation to expand the Federal Reserve’s dual mandate and to have ...
What are financial trusts and are they right for you?
Prepared by Broadridge Investor Solutions on behalf of Nicole Robertson, Senior Vice President at Opus Financial Advisors Whether ...