If you are a person “on-the-go” you might want to have your financial information handy. We received a lot of feedback about making sure that our digital tools were mobile-accessible. With that in mind, our website is fully optimized for..
If you have an interest in a simple interactive personal financial planning portal with a lot of neat features, you are in luck. If you want access to a fully comprehensive financial plan which can account for some of the most complex..
Over the next several months, there are going to be a number of communications coming to our clients. This is a small preview so everyone will know what to expect. If you aren’t a client of ours, this may not interest you, but you might..
There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started..
Authors note—this was written on Saturday and Sunday (June 25th and 26th) . It takes a few days to get from the writing to publishing, as there are a number of approval steps required. The message is still intact, and I think relevant,..
Every year we get a lot of questions about 1099 delivery, which used to be a very straightforward process, and now is seemingly anything but. Advisors generally just sit back and weather the storm, answering calls as they come in, and..
It may not seem like it but this man may unwittingly hold the secret to understanding how you measure your investment portfolio…but looks can be deceiving.
We are pleased to announce (after what seemed like a very long beta test) the rollout of the PFYT Planner, our new interactive planning portal for use with our planning, advisory and consulting clients. I boasts a number of compelling..
We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written..
I can’t tell how my portfolio is doing today, because somebody stole my laptop! Investors are always asking me about the different risks they face. They regularly ask me about investment risk. They occasionally ask me about the risks..
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