Posted below you will find copies of our occasional newsletters. If you read anything here or in the popular press that you think may require a change in your portfolio, be sure to contact us to discuss it.
Posted below are two historical copies which we believe demonstrate the benefits of using "behavioral economics" to augment "modern portfolio theory."
Securities offered through United Planners Financial Services of America -- A Limited Partnership. (Member: FINRA www.finra.org, SIPC www.sipc.org) California Insurance License #0667255