A logo for the national association of personal financial advisors.
Uncategorized
Lia Bertelson

New Membership in NAPFA

We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and

Read More »
A blurry photo of some lights in the sky.
Uncategorized
Tom Mallini

We have a new CFP® Professional

We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED

Read More »
A red and green arrow pointing up on top of a graph.
Uncategorized
Jud Mallini

Debt cycles impact all of us.

I was recently alerted to Ray Dalio’s new book, Big Debt Crises, while listening to an interview of him done by Barry Ritholtz.  Listen to

Read More »