11/06/17Manager Interview – Part 1 We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us withRead More
11/03/17Learning Something New; Why Financial Language is so Hard to Understand A big part of what we do is educating people about the financial and investment landscape. Those who are able to speak with a high level of financial knowledge orRead More
11/01/17Simple Investing: Active, Passive and a Long Term Method for Success Basic Investing Formula Investing has two equally important decisions. Buying and Selling. Since time works to our advantage, buying at a fair price and waiting a long period of timeRead More
10/10/17Q3 2017 Market Update Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond IndexRead More
10/10/17The Beauty of Investing 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, afterRead More
10/06/17Lets Get Real on Alternative Investments 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 somethingRead More
10/05/17What is Contentment 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 contentmentRead More
09/15/17When will it End? – Advisor Focused 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 cashRead More
09/15/17Joy & Stuff: A Complicated Relationship 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 usRead More