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…
Blog
Looking for financial guidance that is clear and pressure free? This blog covers the questions we hear most often, from retirement planning to investing basics and everything in between. As a fee only fiduciary firm serving St. Louis and St. Charles, our goal is to help you understand your options and make decisions you feel good about.
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…