Now What?

2018 has provided investors one heck of a ride, it has shown some of the best and worst the market has to offer in terms of both returns and emotions. Many are left wondering what’s next, and we would like to explore that debate. At the time of writing this article the markets are still […]

A World of Stuff

“I’m all taken care of!” An answer I hear all too often in conversations revolving around financial advice. Most times it sounds like a knee jerk reaction, or a generic answer, when speaking to a financial adviser. A defense mechanism of sorts. As I have eluded to in previous articles I understand why you react […]

What’s In A Name?

I’d like to start our message with an exercise I have found highly successful in making financial planning conversations more productive.

Bad Products or Bad Advice?

After thousands of conversations and planning sessions over 23 years as an advisor, few are the same.  Common goals, concerns, and anxieties exist, but our state of mind before, during, and after are unique.  All too often, those who come to us for a consultation are at a point where they don’t know whom and what to believe. They want a fresh unbiased approach with no pressure to believe one thing or another.  They wish to be advised, not sold.

A Strong Foundation Before Speculation

Hurricane Irma came and went.  In our particular case, we were fortunate to escape with minor damage and inconvenience.  However, right outside the gates of our community, across the avenue, people were canoeing to their front door.