As financial planners, we’re often in the position to review the finances of clients as they are when they come to work with us, and we’re privileged to see how their finances change over time. Some are happily growing their wealth, while others come to us with the goal of decreasing their wealth and increasing their return on life. Priorities …

Last week, we provided a layman’s overview of bonds, and if you haven’t read it yet, you can find it here. At the urging of one of our very well-informed clients on the subject of bonds, this week we’re moving on to the natural extension of bonds by which most everyday investors buy them, which is through bond funds. While …