Category Archive for "Investments"

Wealth Management Is Not Just For The “Wealthy”

When I speak with clients or potential clients I hear the following statement all the time. “Your services sound great but I don’t have that much money to invest” or “My net worth is not high enough to build a
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Do We Focus Too Much on Returns?

When you’re thinking about investing money do you focus too much on the historical trailing returns of the investment you are researching? It is ok if you do it, guess what I do it also! The real question is should
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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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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, 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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