The Boston Thesis
The Boston Thesis is that Americans can fight debt and taxes, just as our revolutionary forefathers did, in order to create financial freedom which is key to actualizing life's goals.
Undaunted Courage: Remember a Guide
Sacagawea was one of many critically important guides for Lewis and Clark on their expedition. Financial planners can be today's critical guides helping people arrive safely at their destination of choice.
Time in the Market, Not Timing the Market
Timing when to get into or out of the market is less valuable than time spent in the market.
Risk(s)
Risk is everywhere. There is risk in doing something and NOT doing something. We examine investing risk using research that illustrates clear strategies for managing risk and reward.
Is this a CAT 1 or CAT 5 Economic Hurricane?
JPMorgan Chase says an economic hurricane looms. What this means for personal investors and what you can do to prepare for an unknown future.
WELCOME to the You're OnTrack! Blog
You're OnTrack! A blog for families, professionals and small businesses seeking investment, retirement, and tax planning insights.