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What’s on our mind? Whether it’s ideas from the industry, emerging trends, or answers to questions we get asked on a regular basis you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along!

Thursday, March 19, 2020

As an advisor I have the opportunity to work with a variety of people from all walks of life. The fact that I get to have intimate financial discussions with so many provides me with insight into how we think, behave, and react to...

Sunday, March 15, 2020

If you've ever wondered how much money you need to have to work with an advisor you are not alone. It is one of the most common questions we are asked. The truth is the amount of money is typically not the most important factor. I've...