You Won’t Hold On
Clients have investing ideas all the time. Companies that they want to invest in because they know they will do amazing things. We typically allow a client to slice a very small piece of their portfolio to make these […]
Home Equity
Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property’s value minus any liens against it) you now have in your home is a reservoir of […]
Do Schools Kill Creativity?
This is a fantastic video. A college degree is becoming a commodity and schools are trying to pump out students and suppressing creativity. Sir Ken Robinson makes an entertaining and profoundly moving case for creating an education system that nurtures […]
5 Most Common Questions
I meet with prospective clients and current clients regularly. I talk financial planning all day, every day. I love what I do and am very fortunate that it pays the bills. But no matter which type of person I […]
Diversification Works When You Don’t Want It Too
Dow Jones hits an all time high, the S&P is roaring, so people think their portfolios must be up bigly… Then they get their statements and are shocked to see little to no growth…. When people talk about the market […]
