'We believe that educating our clients is critical to investment success. Informed investors are better able to commit to long-term strategies and are more likely to accomplish their goals.'

John B. Barber, CFA
Chief Investment Officer

Optimize the Probability of a Successful Retirement
Calculate the asset allocation that optimizes the probability of having a successful retirement,
as featured in the Journal of Retirement Planning
Analyze your Retirement Savings
Find out if you are on the right path for accomplishing your retirement goals
Understand Efficient Allocation for Tax-Advantaged Savings
Test your knowledge of the advantages of asset allocation from a tax standpoint
Portfolio Diversification
Test your knowledge of the benefits of optimal portfolio diversification
True Cost of Fees
Determine the actual cost of fees over your investment horizon - it's more than you think
Beware of the Great Oz
Explains why money managers sometimes deliberately choose inappropriate benchmarks
A Free Lunch: Gains from Diversification
Illustrates how proper asset allocation can reduce risk without reducing return
Our T.E.A.M. Process
The ongoing proprietary collaborative process to ensure your portfolio is properly customized

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