Featured image for “How Do You Measure Success”
10/04/18

How Do You Measure Success

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process
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08/29/18

An Affordable Insurance Solution

Most of our clients who have life insurance typically have some form of term life insurance. We generally find term life helps execute most financial plans at the lowest cost.
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Featured image for “Is the Tide about to Change? – Value Stocks vs. Growth Stocks”
08/24/18

Is the Tide about to Change? – Value Stocks vs. Growth Stocks

Only when the tide goes out do you discover who’s been swimming naked – Warren Buffet A classic stock investing debate has always existed between favoring more Growth-oriented companies or
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08/01/18

Q2 2018 Market Update

Equity Markets rebounded in the second quarter, propelled by economic (GDP) growth of 4.1% Companies continued a strong run of solid earnings The valuation bar and expectations for the market
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06/22/18

Independence Day – The BLACK ROBE REGIMENT

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13
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Featured image for “Why Markets Must Go Up… Long Term”
06/12/18

Why Markets Must Go Up… Long Term

Ever asked the question WHY markets must go up? Have you ever thought the possibility exist for markets to crumble to 0 if the right conditions come about? As long-term
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04/03/18

Impact of a Shrinking Population

How the Birth Rate affects economic growth At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently received from an estate
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03/31/18

2018 Market Outlook

As a general rule, we are not big fans of giving market outlooks. Our view is simple: Markets for securities are inherently volatile and capricious. Some days, weeks, months, years
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Featured image for “Is Buying a House like Buying a Stock?”
03/23/18

Is Buying a House like Buying a Stock?

Yes! If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock. My wife and I are currently
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