Asset Allocation

As you think of your future and contemplate your retirement (or a period of time that you have more financial flexibility), you begin to wonder what your life will really be like.  Who will you [...]

Let me say up front that I don’t like to do self-promotional blogs.  But I am going to do one anyway!  We are proud of how we help our clients.  It’s simple.  Our individual and employer clients [...]

I while back I had an Aha! moment in my career – thanks to my brother.  After about 18 years in the business, it has become obvious to me that investors of all types grossly overpay for [...]

I have been planning on writing a post on Free Lunches and Seminar Selling, but came across this one from Allan Roth – so I will pass it along.  I enjoy Allan’s straightforward approach and [...]

For the Holidays, my parents came to visit.  They are both in their early 80′s and are of generally good health.  I consider them to be middle class people who have always worked hard to support [...]

Recently, a friend inquired with me about the quality of advisement he was receiving on his investments.  He uses a conventional investment firm, a household name in the financial services [...]