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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 Dow […]

Will Election 2016 Affect the Stock Market?

With Election Day almost (finally!) here, the most common worry I hear from many of my clients is, “How will the presidential election affect the […]

By |November 1st, 2016|Categories: Investing|Tags: , , , , , |0 Comments

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right?

We tend to make time for what is most important to us but never […]

By |August 17th, 2016|Categories: Advisors|Tags: , , , , , , |0 Comments

Will The Fed Raise Interest Rates, And Does It Matter?

With interest rates in the U.S. remaining low for the past several years, there are some people who are worried what a potential rate hike […]

Investing Into Your Diet and Your Future

Last week, we met with a prospective client that has a crystal-clear retirement plan.  She is currently working for the government, and in ten years […]