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"I see myself sitting not across from, but alongside my clients, acting as their financial advocate through every stage of their life journey."

Robert E. Paul,

Managing Director

Robert Paul

In the News

  • New York Times – 01-27-12 [link] – When Safe Bonds Don’t Yield Enough to Retire On - 01/27/2012 New York Times – 01-27-12 [link] – When Safe Bonds Don’t Yield Enough to Retire On
    01/27/2012
  • Reuters – 01-26-12 [link] – Six Ways to Maximize Retirement “Sweet Spot” Years - 01/26/2012 Reuters – 01-26-12 [link] – Six Ways to Maximize Retirement “Sweet Spot” Years
    01/26/2012
  • Wall Street Week – 08-31-11 [video] – use password ‘Joel’ - Wall Street Week – 08-31-11 [video] – use password ‘Joel’
  • Top 100 Independent Financial Advisors – Barron’s, 2011 - Top 100 Independent Financial Advisors – Barron’s, 2011
  • Wealth Magnets:  Top Firms by AUM – Accounting Today, July 2011 - Wealth Magnets: Top Firms by AUM – Accounting Today, July 2011
  • 2011 RIA Ranking – Financial Advisor, July 2011 - 2011 RIA Ranking – Financial Advisor, July 2011
  • 2011 Top Wealth Managers – AdvisorOne.com, July 2011 - 2011 Top Wealth Managers – AdvisorOne.com, July 2011
  • Wall Street Week – April 15, 2011 [video] – use password Joel - 04/15/2011 Wall Street Week – April 15, 2011 [video] – use password Joel
    04/15/2011
  • Wall Street Week January 21, 2011 [video] - 01/21/2011 Wall Street Week January 21, 2011 [video]
    01/21/2011
  • Wall Street Week December 3, 2010 [video] - 12/03/2010 Wall Street Week December 3, 2010 [video]
    12/03/2010
  • Wall Street Journal Online – December 1, 2010 - 09/29/2010 Wall Street Journal Online – December 1, 2010 [video]
    09/29/2010

    Wealth: Why You Should Time the Markets

    If the Bush tax cuts expire, how can you protect your portfolio before year end? Plus, Cody Willard says market timing is better than then buy and hold. And, investing in church bonds yields blessings but carries plenty of risk. Watch our Wealth Advisor video series with Reporter Veronica Dagher to find out more.

  • Investment Advisor – October 15, 2010 - 10/01/2010 Investment Advisor – October 15, 2010
    10/01/2010

Isaacson Update & Special Reports

  • Risk On, Risk Off - January 24, 2012
  • Headwinds Remain - November 1, 2011
  • Volatility with a Vengeance - August 10, 2011

Our Newsletters

  • pdf Winter 2012
  • pdf Fall 2011
  • pdf Summer 2011
  • pdf Spring 2011

In the News

  • New York Times – 01-27-12 [link] – When Safe Bonds Don’t Yield Enough to Retire On
  • Reuters – 01-26-12 [link] – Six Ways to Maximize Retirement “Sweet Spot” Years
  • Wall Street Week – 08-31-11 [video] – use password ‘Joel’
  • Top 100 Independent Financial Advisors – Barron’s, 2011
  • Wealth Magnets: Top Firms by AUM – Accounting Today, July 2011
  • 2011 RIA Ranking – Financial Advisor, July 2011
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