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For many, the start of a new year marks an opportunity to make positive changes and set resolutions. I find this time of year particularly inspiring, not just for personal growth but also for financial reflection and improvement. Here are some financial resolution tips for the new year.Save and invest. Don't underestimate your ability to save and …

 by John M. Fidler“Interest rates are the traffic signals of a market economy.”  –James Grant“The most important item over time in valuation is obviously interest rates. Any investment is worth all the cash you’re going to get out between now and judgment day, discounted back.”  –Warren Buffett“I used to think that if there was …

 by Jason Hamilton, CFP®Life-changing events such as retirement involve an ongoing process of emotional adjustment, often not thought of or addressed until after the “Big Day.” In reality, it’s many of the same emotions you’ve already gone through while planning for a marriage or if you’ve experienced a divorce. The latter have years and years …

 by John M. FidlerCormac McCarthy, acknowledged by many as America’s greatest living novelist, passed away last month at the age of 89. McCarthy served as a Trustee of the Sante Fe Institute, a New Mexico think-tank dedicated to the inter-disciplinary study of complexity science, along with investment luminaries Bill Miller, Bill Gurley, …

We’d like to give a warm welcome to our newest Investment Advisor Manager, Chris Billings. We sat down with Chris to learn a little bit more about him after he joined the team.  Q: Share a little about your day-to-day work and how you approach client relationships. A: Managing investments for a family is a very rewarding …