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    Financial Advisor

    Are You Running with the Herd?

    "It's impossible to produce superior returns unless you do something quite different from the majority." That's a quote from Sir John Templeton, legendary investor, portfolio manager, and philanthropist. As an investor, a financial advisor, and as a human being, there aren’t too many quotes that resonate with me as strongly as this one.

    The Value of a Good Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    The Risk of Living a Long Life

    When I think about my children, my family, the fact that I am able to move my body at will, it’s...

    Liar, Liar

    In the investment world, as in just about anywhere else these days, there seems to be so much hype....

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    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...

    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....

    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...

    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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