News and Information Updates

2nd quarter

2nd Quarter 2017

Posted on July 25, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decisions This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

Focus On What You Can Control

Posted on June 6, 2017 · Posted in Pursuing a Better Investment Experience

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

Posted on May 23, 2017 · Posted in Pursuing a Better Investment Experience

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

Posted on May 9, 2017 · Posted in Pursuing a Better Investment Experience

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

1st Quarter 2017

Posted on April 25, 2017 · Posted in Newsletters

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

Posted on April 18, 2017 · Posted in Pursuing a Better Investment Experience

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

Posted on March 21, 2017 · Posted in Pursuing a Better Investment Experience

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

Posted on March 1, 2017 · Posted in Pursuing a Better Investment Experience

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

4th Quarter 2016

Posted on January 25, 2017 · Posted in Newsletters

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more

Six Resolutions for 2017

Posted on January 3, 2017 · Posted in Financial Planning

Are you looking to make some positive changes with your finances this year? We have compiled a list of six… read more