Like Doctor, Like Advisor: Understanding Your Financial Advisor’s Compensation
As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests,…
“Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen.
We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. “
As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests,…
Now that the election is behind us, it is safe to say that Trump’s victory was unexpected. Just like the Brexit vote back in June,…
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Let’s face it, much of the traditional financial services industry has failed to serve investors properly. A sales-driven culture and an active-management investment model has…
As financial advisors, people rely on us to provide direction regarding their financial well-being. Confusion can arise when the advice that we offer is not…
This summer already is destined to deliver plenty of uncertain outcomes. On the political front, there are the especially stark contrasts found among the US…
Last night, I was sitting at my 10-year old son’s little league playoff game. It was the last inning – bottom of the 6th -…