10/06/17
Lets 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 something
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10/05/17
What 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 contentment
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09/15/17
When 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 cash
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09/15/17
Joy & 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 us
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09/06/17
When will it End?
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
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08/28/17
Is now the right time to Invest in the Stock Market?
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
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08/01/17
Demographic Dilemma
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
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07/27/17
Take Time to Care
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
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07/26/17
College costs keep going… Down?
Receiving a degree and gaining higher level education after high school seems to be getting more expensive. Based on 2016 dollars, the College Board illustrates the average costs of a
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