Article Archive

The Article Archive contains financial articles of interest for clients and prospective clients. Articles are available on this site in PDF (Adobe Acrobat) format. If you do not have Adobe Acrobat installed on your system, you may download it for free at Adobe's web site.

The Advisor Canon of Ethics
Bert's Crusade
Bond Utilization Functional Asset Alloc 2003
Cambridge in the Cyber Age
Cambridge Safety Net: Laddered Treasury Strips
Canon of Ethics
Client Capabilities Brochure
Deflecting Deflation Doomsday
Dollar Cost Averaging Still Works 03
Good Debt vs Bad Debt
Helpful Hints for Getting Ahead and Staying There
Is Now a Good Time to Buy Gold (1999)
Is There a Wedding In Your Future
Kids: Sex and Money
Money Autobiography Questionnaire
Money Market or Short-Term Bond Funds
Our Formula for Functional Asset Allocation
Preliminary Personal Financial Planning Profile
Purchase Savings Bonds Online
The Seven Simple Secrets of Financial Independence
Shared Equity Agreement
Should Investments Be Tax-Driven
Start Your Own 'Mini-Foundation' and Save on Taxes
Take the Goals and Values Test