Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling you the next best product. This is my opinion obviously and...

We’ve recently met with several families who have successfully managed their own investments and are enjoying a comfortable and secure retirement. In many cases only one spouse was confident in their ability to manage the family finances. These families aren’t seeking...

How often do you look at your portfolio? We have clients who look at it every day and others that only check it quarterly. Volatile markets tend to make people a little more nervous about how their investments are performing, and we believe it causes them to look at...

We must admit a guilty pleasure to you: We follow the NFL draft, when NFL football teams poke, prod, test, and time former college football players who seek to play in the league and earn the millions of dollars a year professional players are often paid. It is a...

Wall Street creates financial products for one reason, to make Wall Street money. As investors we need to be aware that this is a common occurrence. We need to be smart about where we invest our money. Financial products that are sold with a commission attached...