Staying On Track
Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the […]
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 […]
