Financial Advisor Ethics: What You Need to Know

Hiring a financial advisor can be one of the smartest moves you can make.  Having a trusted advisor can mean the difference between achieving your...

Are New Stock Market Highs a Concern?

With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may be nervous that...

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...

Private Lending And The Pursuit Of Investment Income

Is Bigger Better?  Historically, big banks were the only lenders to consumers, small businesses and big business.  However, over the years, big banks have re-focused...

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