Bonds Still Work; Just Not for Everything.
Interest rates are now at 3-year highs. What does that mean for you?
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An Advisor in Your Pocket
We’ve all heard the expression, “I’ve got someone in my pocket.” It usually means you have a trusted person you can call when you need an answer, a second opinion, or simply someone who knows your situation well enough to point you in the right direction. I believe that’s exactly what a good financial advisor
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When Fees Equate to Added Value
For more than 20-years in financial advisory services, I’ve learned that one topic shows up in nearly every client conversation: advisory fees. Unlike commissions, fees are fully transparent—you always know what you’re paying, and they generally reflect both the size of your portfolio and the complexity of your financial plan. Early in my career, I
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From a Pond to an Ocean
Investing in the real economy requires access to not only to publicly traded stocks, but the private sector as well. This is an area that most investors who trade public stocks may not be aware of, nor do they know how to access it. By ignoring the private sector, an investor could be missing out
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