Latest News

Should I use my savings to pay off my credit card debt?

  • 06 April 2017
  • Posted by The SFA
  • Posted in Public

SFA Advisor, Leslie Beck, with Compass Wealth Management in Wood-Ridge, NJ discusses personal finance as it relates to credit card debt. Read more.... Read More

How Does Water Do That?

Contributed by Lewis J. Walker, CFP®   Money is but one tool in a larger “toolkit” provided by your Creator. When you are relaxed, often out in nature, your mind, a miracle of creation itself, may focus on the complexities of the universe and your place in the scheme of things. Money is part of... Read More

Three questions independent broker-dealers should ask private equity product sponsors

While private equity could become a positive force in the retail alternatives space, not all sponsors are created equal. Read more.... Read More

Estate Planning Basics 2017

  • 26 January 2017
  • Posted by The SFA
  • Posted in Public

Contributed by:  Lewis J. Walker, CFP® Every year, the plethora of holiday and Christmas cards remind us of the passage of time. We love the family pictures of young men and women who not that long ago were babies. My daughter reminded me that her “baby boy” will turn 14 in 2017, and already he... Read More

Set Goals for 2017? Groan…

Contributed by: Lewis J. Walker, CFP® ‘Tis the season for setting goals. New Year’s resolutions. To-do lists. For some, such urgings, whether from a spouse, parent, boss, or adviser, are a groaner! As a kid, my mom, teachers, and mentors would ask, “What do you want to be when you grow up?”  As a teenager,... Read More