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Recent Blog Posts

We make personal finance easy to understand

Why I Believe in Investing in Treasury Bonds and Not Corporate Bonds

Posted by Bill LaChance on Nov 8, 2018

In this blog I explain why I typically recommend Treasury Bonds and not Corporate Bonds when developing an asset allocation recommendation for my clients. For those who are not familiar with bonds and how they work, bonds reflect money that a company or governmental...

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Options to Ease the Burden of Repaying Student Loans

Posted by Jim Moore on Sep 25, 2018

A mortgage loan, a car loan, and credit card debt are all obligations that young people traditionally encounter as they start their new careers after earning a college degree. Now, more than ever, young people are having to manage another form of debt—student loans....

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How the Shift to 401(k)s Changes Your Retirement Equation

Posted by Bill LaChance on Aug 2, 2018

Over the last twenty-five years there has been a major shift by employers away from defined benefit pension plans and towards 401(k)s. This shift has major implications for preparing for retirement. In this blog I discuss some of the philosophical and practical...

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