Creative Indexing

It’s the most wonderful time of the year! Not only does that mean mistletoe and Silent Night, but also that it’s time to make sure our portfolios are ready to ring in the New Year. Much of the uncertainty that has plagued economic markets for…

The Two Rules

Years ago, one of my wealthy, good ol’ boy clients taught me his two rules of income tax planning. Rule 1: Having to pay tax is a good problem to have! Rule 2: Don’t pay any tax today you don’t have to. Obviously, most of…

This Too Shall Pass

The election cycle in the United States is nearing the finish line, with less than 30 days to go until Nov. 8th. Inevitably, during client account reviews, the discussion turns to the election and the potential implications it may have on portfolios and retirement plans….

Let’s Talk

Do you feel connected to your money? When you open your bank and brokerage statements, do you breathe a sigh of relief or gasp in anxiety? Do you fully understand your how your long term investment plan matches up with your current daily lifestyle? Through…

Our Story

The financial crisis of 2008 changed everything! Everyone remembers and many were deeply affected.  When the market crashed, taking with it many people’s only source of livelihood, it became immensely clear the investment industry was fundamentally flawed. Brokers and fund managers prioritized the size of…

What Goes Up…

Most of us had the experience as children of climbing high into a tree only to realize we were not quite sure how to get down. For the lucky ones, our parents were around to help extract us for our precarious situation. For the unlucky…

Comfortably Uncomfortable

“Buy Low, Sell High”… Sounds so easy doesn’t it. For years I have heard this mantra repeated time and time again. Everyone has. From beginner investors to the famous gurus, everyone knows this is the basic idea behind successful investing. So here’s the question…..if everybody…

What Do You Want?

This week, I want to take a bit of a detour from our usual conversation about investments, taxes, and estate planning, and ask you a simple question – What do you want? Often, we spend so much time focusing on the specific needs of our…

Ready or Not?

WOW! This year has been pretty rocky for the stock market from the start. Going back to last August, the market has experienced increased volatility not seen since the second half of 2011. The question is, were you ready? For years, institutional investors and hedge…