facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Publications, Insights & News

%POST_TITLE% Thumbnail

You Deserve It, But Have You Earned It?

As a financial advisor, there are times when I’m tasked with delivering a hard truth, and this concept happens to be one of them. This article might ruffle a few feathers, but recently I was struck with this concept after listening to my very responsible 10-year-old daughter proclaim, “Dad, I deserve a tablet.”

Read More
%POST_TITLE% Thumbnail

Small Changes, Big Differences

For most people seeking financial advice, especially those approaching retirement, many of their large decisions have been made already. The house you live in, the size of your family, your career and lifestyle expectations are determined by this point. They’re unlikely to change and really set the foundation of your financial picture.

Read More
%POST_TITLE% Thumbnail

Only You Can Make You Wealthy

We talked for another 35 minutes about her expectations and aspirations, but after a while, I simply told her, “I, and the stock market, cannot make you wealthy; only you can make you wealthy.” I further explained that the markets can help grow your money and help you stay wealthy, but counting solely on the financial markets, or an advisor, to make you wealthy is not enough. It is most likely that you will earn more in your business or career than you will earn from the investment markets. Your financial advisor does not make you wealthy. We are here to help you get to where you want to be given your circumstances. We help optimize your situation, help you make efficient decisions with your limited resources, get you to take action, and employ a disciplined approach to the investment markets. In other words, you might not bring filet mignon to my office, but I guarantee if you brought chop meat, I’d help you make the best meatloaf around!

Read More

Who is Paying Your Investment Fees?

The other day I met with a long time client and we were talking about some of her early investing experiences. She told me she started at a local bank and they offered her investment management services. She happily accepted and for years she thought it was a complimentary service provided by the bank and reminded me that she didn’t realize there were fees associated with her investing until our first meeting.

Read More