As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through manyconversations and building relationships with them. I also often

  While interest rates have already increased considerably since the end of August, some investors remain concerned about potential additional increases as the monetary policies

Do you spend much time around people whose creative energy and passion are irrepressible?   They’re contagious.  Regardless of the topic, you want to know more. 

What if our kids could magically acquire solid money management skills?  Don’t most parents hope their children grow up to be responsible adults with sound

Last year was a remarkable year for stocks.  Gains were relatively large, with the  S&P 500 Index returning 21.8% for the year, but not unprecedented.  The smoothness

Most of us will be getting a tax reduction as of January 1st.  Major tax reform typically occurs only once every few decades, and as

With all the financial media attention given to the term fiduciary in recent months, many people have been asking me questions on the topic.  “What