Wealth Adviser: Connecting Clients’ Financial Choices with Their Values by Patrick Graham June 10, 2015 Clients’ financial decisions often are disconnected from their values–supporting charities or the environment to having meaningful relationships with family and friends. But their financial advisers can take steps to repair that disconnect, says Colorado-based financial planner Danielle Howard. “Helping clients […]

The S&P 500 is approaching the ‘Zone of Death’ by T. Erik Conley Founder and CEO of Zen Investor June 9, 2015 Like most investors who have been through a few market cycles, I try to stick to a few trading rules in order to avoid making dumb market-timing decisions: Don’t fight the tape. Don’t fight […]