The Power of Human Capital

By: Daniel G. Mazzola A week ago I found myself badly in need of a haircut.  Unwilling to drive to Georgia, I enlisted the aid of a friend whose experience in cutting hair was limited to styling her own.  I was nervous but desperate times call for desperate...

How to Stay Focused and Achieve What You Want

By: Laura BergerThree techniques for making strides in your personal and professional life.Creating goals keeps you productive, but it is important to make sure you don’t overload yourself with too many or unrealistic ambitions.What’s more,...

4 Ways to Secure a Financially Sound Future

By: Ted JamesWith a new baby comes infinite joy and a great deal of added expenses and responsibilities, too. Of course, the bulk of these boils down to your finances, which is why financial planning is not only prudent but a real necessity at this point in your...

Q&A: Robo Advising

With Cynthia LohQ: What is your best financial advice?A: Don’t be afraid of leveraging technology to help you manage your investments. Technology has helped make lots of day-to-day aspects of our lives easier – whether that’s ordering an item on...

Empowering Women: Four Ways to Improve Your Financial Well-Being

By: Marguerita M. ChengAs a financial planner, I look back at the generations of women who throughout American history have drawn on their intelligence, imagination, and sense of wonder to make extraordinary contributions, and I am awed.I’m also not surprised at...

New versus used vehicles: How do you choose?

by Jennifer McDermottPurchasing a vehicle is a very exciting financial milestone in anyone’s life. It’s a symbol of independence and lifestyle. The tricky question to ask yourself is: should you buy new or used? Both have their pros and cons when it comes...

You’re in Balance! But Are Your Investments?

Twist and turns… Up and down… The investment markets are going through another wild year—fortunately, this time, the volatility is generally in a positive direction. But the dramatic swing in stock returns after three bear years, along with...