Tulip 314 x 314

Tulip Mania!

I was over my parents a few weekends ago, while I was in the basement I stumbled across an old book that I read when I first started in the wealth management field back in 1998. The name of the
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Lucille 314 x 314

Riley B. King

In honor of the passing of B.B. King I want to share with you one of my absolute favorite songs, “Lucille” for our May, 2015 song of the month. To me this songs embodies all of his great qualities. He
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Notebook 314 x 314

Top 11 Questions For Investors

I often find that many investors do not know the answers to many of these important questions.  Here is your guide to understanding your investments; What are the overall objectives of the portfolios? What fees are you paying? How are
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Education Planning 314 x 314

Education Planning, Educational Series Video

Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel. In this video we will be discussing Education Planning. The importance of saving for college, college savings vehicles, and the financial aid process. To download
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Building Your Perfect Portofolio 314 x 314

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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Overlooking Clouds_Sky 314 x 314

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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Juliette Guitar 314 x 314

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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