Client Center

Maximizing Investments

Where to Save Emergency Funds and What Matters Even More

A few months ago, we published a post about the basics of emergency funds, noting that setting aside a reserve […]

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We’re Not the Only Ones Who Think Highly of DFA Mutual Funds

As our clients are aware, we at PFS are not bound by any agreement or incentive to use or recommend […]

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Breaking Down Your Asset Allocation: What It Takes to Be Overweight in Small Cap Stocks

In light of academic research indicating that small cap stocks tend to outperform large cap over the long term, we […]

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Why Do My Portfolio’s Returns Look Different Than the Returns of “The Market”?

Over the past couple months, we’ve had several clients ask questions about why the investment returns for their portfolios over […]

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