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Financial Planning & Economic Analysis Blog

Morgan Stanley Caught in Cross Selling Scandal

Everyone is talking about cross selling since the scandal at Wells Fargo. The more you hear about this the more you become aware of the conflicts of interest this underscores. This week the Massachusetts Attorney General brought a suit against Morgan Stanley for overly aggressive cross selling. Every publicly traded…

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3 Life Changes That Call for Review

3 Life Changes That Call for Review

Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later. While it’s…

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We Need Your Advice to Solve a Mystery

We Need Your Advice to Solve a Mystery

The more we realize that we are not perfect and have much to learn from our clients, we ask ourselves what it would be like if we knew exactly what our clients need. With this in mind, we will be asking (more directly and more frequently) for YOUR advice going…

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Help Others You Love Become Credit Worthy

Help Others You Love Become Credit Worthy

Because nearly everyone starting out uses credit to buy a car, home or pay for school, credit scores are a crucial piece of your financial life. And while most people dislike debt, you will likely use it. Which means you should manage it well. Almost everything you do with money…

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Ken Moore quoted in September Money Magazine

Ken Moore quoted in September Money Magazine

  Money Magazine publishes The Case for Global Investing, quoting Ken Moore Our clients know that we put their interests first by eliminating possible conflicts of interest. And not only clients recognize our grasp of global investing.  After a veteran reporter for Money Magazine, Carla Fried, read Ken’s latest newsletter…

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Setting the Path: College Education

Setting the Path: College Education

Few college applicants are adequately prepared to make the most important decision of their life.  A wrong decision can result in wasted dreams, delayed retirement, and hundreds of thousands of dollars thrown away.  Seek professional counsel if you have doubts.  We can point you in the right direction.  In Greenville,…

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Why Own Great Businesses Now?

Why Own Great Businesses Now?

Many investors are worried about a repeat of 2008. Few investors can get fully behind either political candidate. Instead of trying to time the market, we take Warren Buffet’s lead and own Great Businesses. We are not always fully invested. Instead we build cash when there is nothing to buy…

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