Blog and Podcast

The Problem With Bond Mutual Funds

by Kevin Kroskey, CFP, MBA (As seen in the Bath Country Journal) A retiree looking to draw income from a portfolio faces a challenging task today. Thirty years ago interest rates were in the double digits. Today interest rates are … Continue reading

The Case for Rational Optimism

by Kevin Kroskey, CFP, MBA Presenting the Case for Rational Optimism Over the next year, I’ll be writing a monthly column of financial planning related articles for the Bath Country Journal. I have many topics and strategies that I’m looking … Continue reading

Good Is The Enemy of Great

I recently have been setting aside substantial time for serious reflection and life planning. I reflected both on personal issues as well as on my business, and I wanted to write this letter to our clients and friends to share … Continue reading