Client Center

Financial Education

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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5 Factors to Consider Before Investing in Rental Real Estate

  While stocks and bonds are, for most investors, the key components of their investment strategy, some turn to rental […]

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