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Helping my clients make smart decisions about their money
and their lives.

Advisers Quell Client Health-Care Fears 
By Kristen McNamara.  March 23, 2010

Preparing for the Inevitable  Bursting Bubble
By Ron Lieber.  February 27, 2010

The Quiet Force in Personal Finance
By Christopher Condon. February 28, 2011


Complexity of Absolute Return Funds

    By Ben Steverman.  April 12, 2011

Journal of Financial Planning

  Is it Time to Review Your Review Meetings?

    By Ed McCarthy, CFP®.  November 2009

Richmond BizSense

  Rules Changing for the Money Management Game. 
By David Larter.  July 22, 2009

Virginia Business Magazine

  What’s Your Risk Tolerance? December 2008


Does the Debt Ceiling Debate Matter to Your Portfolio
How to Know When You Need a Financial Advisor
Why You Should Have Both a 401(k) and an IRA

    By Matthew Amster-Burton.  May - August 2011

Advisers Set Examples Of Frugality

    By Kristen McNamara. September 10, 2009