A lot of thought goes into choosing investments for you. While our investment and planning process centers around your goals and needs, your investment portfolio is often vital to meeting those objectives. Whether the goal is to maximize long termREAD MORE
Investing
As the quarter drew to a close, all eyes were being drawn to Greece in echoes of 2011. Greece made headlines for its June 30 default on a debt payment to the International Monetary Fund (IMF) amidst increasingly fraught negotiationsREAD MORE
Scarcely a day goes by that I don’t receive a call or at least two emails from somebody trying to sell me a Liquid Alternative mutual fund. Thankfully, only one of my clients has come to me saying “I’ve GOTREAD MORE
Our client portfolios have benefited from diversification as a wide range of asset classes had positive returns for the quarter and many of the funds we hold performed fairly well. Notably, international stocks led large U.S. stocks, even with currencyREAD MORE
I meet with a lot of people who are looking for financial advice. Their needs and financial knowledge vary greatly. And yet, it amazes me how rarely I am ever asked five simple, straightforward and utterly critical questions, which willREAD MORE