Adversity as Opportunity
October 29, 2015
“All the adversity I’ve had in my life, all my troubles and obstacles, have strengthened me” – Walt Disney …
Financial Planning Blog & Insights
Explore articles and insights on financial planning, retirement, investing, and wealth management from the team at Fidelis Financial Planning.
Just Get Started
October 28, 2015
“The secret of getting ahead is getting started” –Mark Twain Is there something keeping you from getting started? We…
Does passive investing work for all types of investments?
March 16, 2014
There is an ongoing debate in the financial world that has been around for at least as long as I’ve…
Passive vs Active Investment Series
July 6, 2013
This series of eight 6 minute videos describes the science behind Market-Based Investing. If you’re interested in understanding Fidelis’ investment…
Retirees of today and yesterday.
September 3, 2012
In this article, Joni L. Clark, CFA, CFP®, Chief Investment Officer at Loring Ward asks the question: “When it comes to…