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Understanding Advisor Fees
“How do you get paid, and how much does it cost?” Every investor should ask this question when working with a financial professional. But...
May 9, 20194 min read


Choosing Investment Managers: No Easy Pick'n
He goes on to point out that in 2015 most assets were concentrated in a handful of managers, presumably the best performing...
Apr 1, 20193 min read


Market Timing Isn't Everything
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantia
Mar 12, 20194 min read


Ten Steps to Retirement Planning
Below are ten financial decisions to address before you retire. This checklist is a great starting point for pre-retirees but doesn’t...
Feb 12, 20194 min read


Father Time and the Paradigm Shift in Wealth Management
“The only person that is undefeated is father time” – Charles Barkley I recently saw a great blurb on social media about industry change....
Apr 3, 20163 min read
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