As we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks to evaluate how 2016 has treated their portfolio. Most will start…
AdvicePeriodJuly 5, 2016
BLOG
Our perspectives are what set us apart.
Take a moment to see how we’re delivering a simpler way to manage your wealth.
No doubt each of us awoke to the news that the British have voted by referendum to exit the EU. Markets rallied late yesterday on the assumption that the British…
AdvicePeriodJune 24, 2016
Financial advisors give all kinds of advice, but it sure is interesting how that advice rarely seems to include letting someone else manage your money. It’s understandable why an advisor…
AdvicePeriodJune 14, 2016
In the Seinfeld episode, “The Opposite,” neurotic George Costanza laments that every instinct he has ever had was wrong. His buddy Jerry responds that, “if every instinct you have is…
AdvicePeriodJune 2, 2016
Think of the last time you donated to charity. Did you spontaneously write a check? Did you plan to give the amount that you gave? Was it a charity benefiting…
AdvicePeriodMay 26, 2016
It’s an election year, and politicians are making polished, compelling pitches as they vie for your support. If you think about it, successful financial advisors are a lot like politicians.…
AdvicePeriodMay 18, 2016
Like a medieval alchemist trying to turn lead to gold, investment gurus are forever seeking shortcuts to riches in the market. One classic scheme involves getting out of stocks between…
AdvicePeriodMay 4, 2016
For the sake of clarity, a fiduciary is a person in a position of authority whom the law obligates to act solely on behalf of the person he or she…
AdvicePeriodApril 22, 2016
Most investors know that investing all your money in one or two stocks is the financial equivalent of putting all your eggs in one basket. Owning a variety of investments—otherwise…
AdvicePeriodApril 15, 2016
