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 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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Transparency is Essential!

While I was a designing a 401(k) plan for a company I am working with I started thinking about how important transparency is while working with an investment advisor, investment company, a mutual fund company, a 401(k) provider, etc… It
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Song of the Month March, 2015

As many of you know or can tell by my posts I am huge music fan, in fact my dream is to own a vinyl record store.  In that vein I will be introducing my song of the month series.
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How to Invest in Retirement Accounts, Educational Series Video

Welcome to the first video in our Education Series. We hope you enjoy! Our first topic is Investing in Retirement Accounts. In this video we will be discussing two types of retirement accounts; Employer-Sponsored Plans and Individual Accounts. The taxation
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