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10/10/17

I am constantly amazed at the vast array of opinions and approaches to investing. Seems like every year something ”new” is created that will change the investing world. Yet, after

10/06/17

Lets Get Real on Alternative Investments Not a day goes by where I do not receive some marketing pitch about adding alternatives into my portfolio mix. The pitch goes something

10/05/17

Contentment One of my greatest challenges in life is contentment. I have a strong hunch that I am not alone in this ongoing battle. We believe one’s level of contentment

09/15/17

Why do successful Advisors remain balanced and invested if we think a recession may happen? With all our knowledge, shouldn’t we be able to move out and sit in cash

09/15/17

I love my home and I often hate my house. I love driving my car and I often hate the car itself. It seems that the ‘stuff’ that surrounds us

09/06/17

The question on everyone’s mind: When will the stock market rally end? Since March of 2009, the stock market (‘The Dow’) has experienced a nice recovery and expansion from a

08/28/17

Is now the right time to Invest in the Stock Market? Meet my good friend Barren Wuffet. (Yes this is a fictional story, and yes I did switch the letters

08/01/17

It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015

07/27/17

In our business it is easy to overlook one of our fundamental values to clients and our team. I do it quite often and need reminded daily. We are in