The Only Goal That Matters is Yours

“Begin with the end in mind, put your goals in focus, and move your ideas into the real world.” Stephen Covey, Habit 2, The Seven Habits of Highly Effective People “We all have goals. Some ...

New Ruling Holds All Financial Professionals to a "Fiduciary Standard"

The fiduciary standard is receiving significant press in light of the U.S. Department of Labor’s (DOL) approved expansion to the “investment advice fiduciary” definition under the ...

Quarterly Market Review – Q1 2016

For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher M. Jones, CFP® Christopher M. Jones ...

Client Letter – Q1 2016

During the past quarter, the best performing asset classes were U.S. real estate, emerging markets, and inflation protected bonds.  The following chart shows the 3-month, 5-year, and 10-year performance ...