Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We will always keep it fun and hopefully entertaining. And once in a while, we may throw in a movie review or some other surprise. If you have a particular topic you would like us to write on, drop us an email and we will see what we can do! So keep checking in. We’re glad to have you reading along.
Investments Don't Live in a Bubble: Coordinated Asset Planning
Your assets should not live in a bubble. When many clients first come into our office and meet with us, they often come in with what we call a “junk drawer” of financial products. Every home has a junk drawer. In my home,...
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Active vs. Passive Investing
Today I want to talk to you about some of the differences between Active and Passive investing and what that means to you. Today we are going to talk about this at a very high level, because I don’t want to get to deep in the...
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Permanent Life Insurance: Commission vs. Cash Value
When working with many of our high net-worth clients, often the need for permanent cash-value centric life insurance may be recommended. Every client’s situation is different, but it may be a viable option for you, depending on...
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DIY vs. Hiring a Financial Advisor
Throughout the years, American culture has taught us to be self-reliant. Pull ourselves up by our boot straps (I don’t own any boots, let alone any boots with straps, so this one is not applicable to me) and make something of...
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