Sentinel Articles





V100 Success From "The Ultimate Gift"

V101 Tax Relief / Job Creation Act Of 2010

V102 Buying Uses Is Smart In Any Economy

V103 If Interest Rates Are Heading Up, Is It Time to Refinance

V104 A Checklist To Retirement

V105 Beware of Super Bowl Indicators

V106 Keeping Your Spouse Involved in Family Finances

V107 Times are Changing...

V108 Investment Themes For 2011

V109 Basic Business Rules To Teach Our Kids

V110 The Mid-East And Your Money

V111 Tips For Tax Smart Investing

V112 Bank-Owned Real Estate

V113 Quarterly Stock Market Review And Outlook

V114 Should You Still Consider Long-Term Care Insurance

V115 Taxes Are Good

V116 Are You a Have or a Have Not?

V117 The Four Pillars Of Portfolio Planning

V118 The Magic Question To Ask Mom

V119 House Of Blues

V120 Housing Do's & Dont's

V121 Financial Aid

V122 Withdrawing From Retirement Accounts, What Are Your Best Options?

V123 Buying Real Estate In Your IRA

V124 Best of Burroughs - A Father's Day Special

V125  Debunking the Myths Of Stock Market Under-Performance

V126 Portfolio Pyrotechnics: Have A Blast With Dividend Investing

V127 Dividend Yield is a Pretty Good Proxy for Investment Risk

V128 Best of Burroughs: Savvy Social Security Planning for Boomers

V129 Best of Burroughs: A Short History of Retirement and the Advent of Social Security

V130 Top 10 Biggest Tax Breaks

V131 A Week to Forget

V132 The Sky is Falling...The Sky is Falling!

V133 If the U.S. Credit Rating is Tarnished, Why are Interest Rates so Low?

V134 Best of Burroughs: Buying a Vacation Home

V135 It's Back to School Time

V136 The Battle of Agincourt

V137 Ten Reasons Why You Aren't Rich

V139 Best of Burroughs: Investment Policy Statements Keep You Thinking Rationally

V140 It's Time for Year-End Planning

V141 9 Biggest Mistakes People Make With Their Insurance

V143 Best of Burroughs: Witch Way to Go? Don't Be Spooked By the Market

V144 How Do You Know When It's Time To Sell?

V145 Rebalancing Your Porftolio: Issues and Strategies to Consider

V146 What We Get By Giving

V147 Occupy Wall Street or Occupy Main Street

V148 That Special Time of Year For Giving

V149 Let's Try to Gain Some Perspective...

V150 Top 12 Financial Planning Strategies for 2012

V151 Thanks to Congressional Fumbling & Bumbling...Year-End Tax Planning Has Changed



V51 Crossing the Sea Part III

V52 How to get 2010 off to a Good Start

V53 Think & Work Like an Entrepreneur

V54 The Ultimate Gift for Valentine's Day

V55 Olympian Qualities to Emulate for our Personal Success

V57 When Doing Your Own Taxes Makes Sense... And When it Doesn't

V58 Health Savings Accounts: Are they Worth the Investment

V60 When is the Best Time to Retire or Un-Retire

V61 Why Bubbles Are Invevitable and How to Beat Them

V63 Try and Avoid These Stupid IRA Mistakes and Take Another Look at Roth Conversions

V64 Why We Need to Move Toward a No-Debt Lifestyle

V65 10 Traits That Will Make You Filthy Rich

V67 10 Things My Mother Knew About Money That We All Should Learn

V68 Money Steps to Take When Someone in the Family is Facing a serious Health Crisis

V69 Risk Profiling: Assessing Your Four Risk Characteristics

V70 Predictabley Irrational

V73 Does it Make Sense to get into the Market for Troubled Homes

V74 Revitalizing Patriotism in the United States

V75 A Midyear Financial Checkup: An Opportunity to get Your Act Together

V76 Midyear Stock Market Update

V82 Buying A Vacation Home

V83 Buying a Vacation Property: Part II

V84 The Smart Way to Review & Improve Your Retirement Holdings

V85 Declining Real Estate Values, Time to Reassess?

V87 The Need For Financial Planning For Special-Needs Kids

V88 Investment Policy Statements Keep Your Thinking Rationally

V89 Things You Need To Teach Your Kids About Money

V90 Creating A Personal Disaster Plan For The Black Swan In Your Future

V91 It's Halloween - Does Your Financial Future Look Frightening?

V92 Lessons Learned From Bear Markets

V94 Reasons To Be Thankful

V95 Giving Yourself The Final Say

V96 Helping Others

V97 Tax Planning In The Midst Of Uncertainty

V98 What's Your Risk Tolerance

Our Process

Learn about 360 Discovery

Learn More

What Would You Do?


Learn More

Investment Philosophy


Learn More