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Chasing Returns – The Biggest Mistake Investors Make

America’s favorite pastime, baseball, can teach an investor a great deal about investing than one would originally believe. In the game of baseball, batters go […]

DIY Investing vs. Hiring a Financial Pro

With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the […]

2 Words To Understand When Hiring A Financial Advisor

Hiring a financial advisor is a very smart move to make.  Studies show that those who use a financial advisor get better results over time and […]

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 […]

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 […]

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola, […]