Client Center

Lifestyle Decisions

Is Your Investment Adviser Working in Your Best Interest?

If you’re a client of PFS, you have likely heard us preach about the importance of working with an investment […]

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Uncovering Your “Money Mind” and Why It Matters

For generations, economists assumed in their theories that individuals were rational actors, always making choices that would optimize their “utility,” […]

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Five Difficult Lessons Learned: Advice on Dealing with the Loss of a Loved One

Unfortunately, over the years, we at PFS have had occasion to help many clients after someone close to them has […]

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Socially Responsible Investing: Investments May Speak Louder Than Words

Here in the U.S., we take seriously our right to express opinions on political, social, and religious issues.  Interest groups […]

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Deciphering Our Financial Decision Making

Many books about healthy food habits explain that in America, our choices of what, when, and how much to eat […]

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If Retirement Is 40 Years Away, Why Save Now?

For many young adults entering the workforce, the idea of saving for retirement— a whopping four decades away— is not […]

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