Skip to content


Five gold stars

Looking Beyond the Stars

Is a Morningstar’s top-ranked five-star mutual fund a good fund to buy? Most people are familiar with Morningstar and their ranking system for mutual funds.

Person planning their New Years Resolutions

Process vs. Product: Keeping Priorities in Order

The beginning of a new year is typically marked with intentions to “do better” in some form or another. Whether we’re trying to eat less, exercise more, improve in our […]

Older woman looking concerned

Mapping the Basics

An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in response to an unfortunate loss of spouse. A couple critical […]

Calming image of lake with birds flying overhead

The Myth of American Decline

The Myth of American Decline » Article by MITCH LEVIN, MD, CWPP, CAPP |  Featured in the September 2017 edition of The Rational Optimist™ | January 10, 2012 Click Here to Read More