Archive for May, 2015

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
Read More

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
Read More

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
Read More