3rd Quarter Newsletter 2017
The stock markets around the world continued to quietly churn higher in the 3rd quarter. Somewhere, the phrase “the most… read more
Independent Registered Investment Advisor (RIA)
News and Information Updates
2nd Quarter Newsletter 2017
Unpopular and Underperforming Funds? – Strange Decision This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more
Focus On What You Can Control
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Inflation in Your Portfolio
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Look Beyond the Headlines
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
New Exemption for the Fiduciary Rule
The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new. It simply means… read more
Managing Your Emotions
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Avoid Market Timing
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Implement Smart Diversification
Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a Better Investment… read more
Knowledge and Wisdom
Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more
So when you reach that point when you want to think about where you want to be down the road, we are ready to have a meaningful conversation about your goals and how you can get there. Let’s talk.
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