Year End Review 2009

As I write this ‘brief’ to you, I am searching through the plethora of articles, news minutes, blogs, radio-show advice, independent advisors, talking heads of MSNBC, Ben Bernanke, and others that described this last year’s financial markets. The funny thing is, all of these outlets seem to have a different answer to the future of …

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Advisory Panel 2009

I would like to get together with a few good clients who would be willing to provide feedback on the services, communication, style, etc. of how I run my practice.  This would be considered an advisory panel intended to help keep my services in line with what is needed.  In return, I will provide you …

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