Broker Check
 

Blog

It is a complex financial world we live in.  Want insight to the most frequent questions our clients ask us?  Then you’re in the right spot.  Our blog will cover a variety of topics pulling inspiration from our clients, industry articles, new financial concepts. 

 

Thursday, October 8, 2015

As Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” Financial planning does not only include formalizing goals and having a growth or savings approach to fund the goals. Great planning has to have a...

 

Friday, September 4, 2015

“The financial services business in the midst of great disruption and the traditional financial advisors will have to work harder to provide value” states a good friend of mine. He was referring specifically to the recent rise of the...

 

Wednesday, August 12, 2015

It seems almost everyone has an opinion on the merits of the typical college saving strategies, or lack thereof. In many cases, these opinions are formulated on some erroneous assumptions of the regulations behind these instruments.For...

 

Friday, July 31, 2015

Today’s market is at suggested historically lofty levels. With that comes an onslaught of opinions and strategies to try and reduce risk for the looming market correction. The most recent buzz from articles, pundits, and news shows I...

 

Friday, July 10, 2015

Many times new prospective clients ask about "our returns." By this, they are referring to the return on investment (ROI) within the various products we use in financial strategies. It makes sense for prospective clients to be...

 

Show All

Monday, June 8, 2015

We can all spot them, the LinkedIn profile picture taken at a wedding/party/gala, etc. and cropped to serve as a makeshift professional head shot. And, while this small infraction may seem benign, we must stop and ask ourselves before...

 

Monday, June 1, 2015

Take a moment to consider your most valuable asset. For most, a home will come to mind because it tends to be a large, long-term investment. This line of thinking is short sighted. Isn't the income source that allows for the material...

 

Tuesday, May 19, 2015

"Yikes!” I say to myself after looking at the cost of an individual disability income insurance (DI) proposal. Followed by, "But, I'm young and healthy. I do yoga, lift weights, care about what I eat, and put my health as a top...

 

Tuesday, May 19, 2015

Rather than opening yourself and your family to a potentially large financial exposure, especially in today’s over litigious society, a very large insurance company will take on that risk for you for a relatively small price. It...