Archive for April, 2015

Building Your Perfect Portfolio

Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel. In this video we will be discussing how to build your perfect portfolio using math to pinpoint your exact risk tolerance.  We use an award
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Wealth Management for the “Real World”

When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
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Song of the Month April, 2015

April’s song of the month features the “King of the Blues” and “The Sinatra of the Blues” performing together live Let the Good Times Roll. Of course I am referring to B.B. King and Bobby “Blue” Bland.  I know most people
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