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…