Financial Planning, Investing, Retirement Blog

How CrossFit Offers a Perfect Analogy for our Investment Strategy

Say I’m stuck in a burning building and I’m on the top floor of a four-story building. I need help. Two strong, healthy individuals are available for the rescue, but I have to select one.

The Danger of Accepting Things At Face Value

Why you should never select your financial advisor simply based on a referral If you’ve known us...

Does a Financial Advisor Serve – or Lead?

When I was younger I had this football coach whom I greatly admired. You know that expression you...

Financial Planning: Budgeting During the Holidays (and After)

On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the...

Health & Wealth: Healthcare Planning & Open Enrollment Season

A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...

Homeschooling During COVID-19 and Beyond

If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....

Think You're Well Diversified? Think Again

Every day people come to us with a stack of statements from wherever they’re investing, whether...

Making a Safe and Successful Transition in Quarantine

It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...

Ask Me Why We Don't Believe In Investing In Bonds. Ever.

When people meet us for the first time, one of the things that are most surprised to learn is that...

3 Things Wirehouse Advisors Need to Know Before Breaking Away

In the financial advisory and investment world, Wirehouses are the franchises of the industry....

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