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Financial Focus Archive

Each quarter, our newsletter team solicits and edits articles from our members to use in our Financial Focus newsletter. You can choose from several options to customize this newsletter for your practice or select articles to use in your own newsletter. Below are some recent issues of Financial Focus.

2010 Spring Financial Focus (PDF)
2010 Winter Financial Focus (PDF)
2009 Fall Financial Focus (PDF)
2009 Summer Financial Focus (PDF)

  • Are you comfortable taking risks?

    September 01, 2010

    Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.

    Dave Gardner

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