Running Money ®

It’s not a roller coaster!

By Ralph Bender, MBA, CFP®

Studies show that most investors get into the markets after they’ve steadily climbed out of a recent bottom, with the biggest inflows coming very close to the market peaks...

Can’t cheat the marathon

By Ralph Bender, MBA, CFP®

“The marathon won’t be cheated.” That’s what I’ve told aspiring runners for years. And in the 2019 Boston Marathon, I proved the point...

What I have Learned

By Ralph Bender, MBA, CFP®

Only ten nights at home this month. Is all the travel worth the strain?

It’s not a Roller Coaster!

By Ralph Bender, MBA, CFP® & Mark R Tracy, MBA

You may have heard “the stock market is like a roller coaster.” We hear it all the time, but the problem is, it’s a terrible analogy...

Important Scheduling Changes

By Rose Circo

We are thrilled to introduce a new dynamic scheduling tool, ScheduleOnce.com, as we prepare for our Spring season of Annual Client Review Meetings...

Outlook 2019

By Ralph Bender, MBA, CFP®

Outlook 2019 - The Video