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01/05/18

Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter,

12/21/17

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published Manager Interview – Part 1. This article finishes

11/06/17

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 with

11/03/17

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 or

11/01/17

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 time

10/10/17

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 Index

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