How do we think? You can read about it in our blog.  Our holistic "Financial Life Management" approach means everything is fair game.  Information on taxes, benefits, home financing, expenses, as well as the more typical investment information will be found here.  These topics will clarify our approach, as well as encourage conversations with us to reap the benefits for your family.

So keep checking in. We’re glad to have you reading along.  And pass along to a friend who might benefit as well!


Tuesday, March 14, 2017

Remember the book "Rich Dad, Poor Dad?". It described in great detail the actions of managing money that apparent diligent and actually can hurt the outcome of increasing the value of a person's estate. Among the greatest of these are...


Thursday, December 1, 2016

"The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without apportionment among the several States, and without regard to any census or enumeration." Words that should DISCOURAGE tax deferral.


Friday, November 25, 2016

The cost of advice. For our firm, like many, it amounts to 1% of the assets we manage, per year, with a decrease in the rate for larger portfolios. How can it be worth it? Because you are making more costly mistakes than you may realize.


Friday, November 25, 2016

The Dalbar study explains in great detail how your emotions can victimize your portfolio. Your advisor has the training and tools to protect you...from you!