Fee-Only Advisor Vs. Fee-Based or Commision Advisor
We are often asked “how do you get paid?” The answer to that question is very simple: we earn our compensation based on the assets we...
Adventures of an Investment Road Trip
The first quarter of the year has been quite an adventure for investors. We have become accustomed to smooth rides founded on moderate...
Expenses Matter – What’s Right for You?
Generally, before we make a purchase, we shop and compare prices for the product we want to buy. We even get a little excited when we...
Three Things I will Teach My Children
As part of our business we work with individuals and families helping them to develop an investment and financial plan. We are often...
Trade Wars! What Is New?
Trade Wars! Trade wars are typically a weapon of last resort after discussions and negotiations have failed to produce a satisfactory...
Best Strategy for Paying Off Debt
We are often times asked, “what is the best way to pay off debt?” This isn’t always pertaining to credit card debt. There are all sorts...
Markets Without Training Wheels
Declining Market Stock market declines have a way of capturing our attention – far more so than when stocks go up. Declines concentrate...
Getting On Track With Credit Cards
Credit Cards are awful! Don’t use a credit card, you will never be able to get out of debt! Never get into credit card debt! We have all...
A Fiduciary for You
The term “fiduciary” is often used and referred to in conversations regarding retirement plans. But, what exactly is a fiduciary? The...
2018 Annual Forecast
Creating a forecast for the upcoming year is fun – we have a blank canvas on which to operate; there are no incremental benchmarks to...
