Communication: [kəˌmyo͞onəˈkāSH(ə)n/] 1) the imparting or exchanging of information or news; 2) means of connection between people or places, in particular. Because effective communication between a client and his/her advisor is a vital part of maintaining a trusted relationship, I am taking a short survey to help my clients get the most out of the services […]
This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.” The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433. That’s it! For some of you, that’s just 2-months of family living expenses…and then you’re out! While
Putting Your Interests First!! Read More »
Could you imagine buying a stock 15–years ago just to see the valuation at exactly the same price today? Maybe. But can you imagine having a portfolio comprised of more than 4,000 companies that made absolutely zero gain in last 15-years? Well that portfolio (index) is called the NASDAQ, and it just happened! The other
Waiting 15-Years to Get 0% Read More »
In light of the horrendous security breach into Sony Pictures last month, and Home Depot and Chase Bank’s compromising of account data in 2014, I wanted to explain the security measures I take with my own clients’ personal and sensitive information. Securing personal data has always been a primary aspect of my business and
Shredding, Clouds, and Security Read More »
