Jonathan Guyton

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  FPA CEO Schadle Says Membership Has ‘Stabilized’

  By James J. Green, AdvisorOne  |  April 24, 2013

  She reported an uptick in CFP holders renewing their FPA membership as the group continues to focus on finding “operational efficiencies.”

• Evidence Over Ideology

  By Bob Seawright  |  March 26, 2012

  In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”

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  Portfolio Management: Keeping Retired Clients on Course

  By Ed McCarthy, CFP  |  February 4, 2009

  Monte Carlo simulations are a significant improvement over forecasting methods that don't allow for variable results. But there's still a potential problem with the analyses.

• Give It Up

  By Staff Writer  |  December 1, 2000

  As Americans pile up wealth, the family foundation