Business and Finance

Business and Finance

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 ...
Business and Finance

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 ...
Business and Finance

How Much is Enough?

by David Jester, CSRIC Many of our clients come to us requesting a magic number. They want to ...
Business and Finance

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 ...
Business and Finance

Making Dreams a Reality

by David Jester “Without a plan, you’re planning to fail.” – Collective Wisdom That’s what they used to say ...
Business and Finance

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 ...
Business and Finance

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 ...
Business and Finance

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 ...