Client Corner

10/04/18

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

08/29/18

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.

06/22/18

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

04/03/18

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

03/23/18

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

02/17/18

Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is

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,

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