To follow on my last article, "Good Old-Fashioned Service," I wanted to tell you about how we are working to improve customer service with a new client satisfaction survey, and also to introduce you to another member of our team, Maureen Carrion.

We plan to survey by e-mail our entire client base this summer and ask you to score a single question on a 1-to-10 scale: "Would you refer us to a friend or relative?" Although we appreciate referrals, we're not asking for one in this survey. Instead, we want to have a single measure that best sums up how well we are doing.
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"I don't want to achieve immortality through my work...I want to achieve it through not dying.
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Investment advisors today are frequently asked by clients where they can find an investment that has a good return, will maintain principal value, and won't keep anyone up at night worrying about credit quality. Instruments that offer a high dividend or interest payment can provide a cushion in these volatile times. These investments have moved to the front burner in the aftermath of the housing market meltdown and the seemingly relentless rise in energy prices.

But where are these investments? You won't find them in the typical places.
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We know that the stock market drops sometimes, but it has been very kind to investors who can stay the course for the long-term. The question is: How much short-term fluctuation is comfortable for you? I'll bet your answer is different from mine, and your answer is likely to be different from your partner's.

Because couples share so much—a house, families, hopes, and dreams—it's crucial that we understand if they share the same view on investment risk. That's why BWFA has introduced a new investment survey called FinaMetrica.
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Many of us found out that the way our parents raised their families wasn't an appropriate blueprint for how we raised ours. So why should we expect that our retirement will look like our parents' retirement?

Times have changed, and change is the only thing we can count on. During times of transition in our lives, such as the start of retirement, we may encounter drastic changes in lifestyles and expectations. Adjusting to retirement will most likely require a "learn as you go" approach.
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We thought it would be interesting to look at the presidential candidates' positions on taxes. As you might expect, Senators Obama and McCain propose very different solutions.

Looking at the table below, which we obtained from the non-partisan Tax Policy Center (Full Story