Click on the topics of interest at the left to learn more. Articles will open as PDF files.

This collection of articles has been assembled based on the questions and issues clients most frequently raise, and it is provided as a free resource to anyone who visits this site. It is updated periodically to reflect the latest facts, figures, legislation and economic trends.

The library features original articles written by our firm’s investment advisors on a variety of investing and financial planning topics. It also includes articles with the heading “Financial Planning Perspectives,” which are produced by the Financial Planning Association (FPA) and are provided as a courtesy by Perspective Financial Services, a member in good standing with the FPA.

Choosing a financial planner or financial advisor? Does your current advisor actually work for a group of investment or insurance companies, and not for you?

Read our article on how to choose a financial planner.