Contrary to stereotypes or the occasional fears of incoming clients, we as financial planners do not always say “no.” On […]
At PFS, we have been using Dimensional Fund Advisors (DFA) mutual funds as the primary investment vehicle for our clients–and […]
Recently, we published a post on how even passive investors can use some strategies to take advantage of market volatility, […]
In a recent post, we explained why we do not try to guess the impact on the stock market of […]
Recently, several clients coming to our office for meetings have asked what we think of the UK referendum vote to […]
Over the years, we have not advised clients to buy annuities, but we have had many new clients enter our […]
If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.
(703) 385-0870
