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  The New Year is here.  You have many things to do, and possibly a few resolutions to mull upon if not implement.  In that

Though our goal is not to be political in these monthly communications, and politics will always exist, there really is no way to talk about

  When all the discussion these days is about the Presidential Election tomorrow, we find it apt to quote Andrew Carnegie who said: “As I

  There is a book that not many of you would want to read, but yet it is very powerful.  It is called “The Psychology

  The old Chinese proverb comes to mind when we speak about current interest rates; “May you live in interesting times”.  The problem for many

There are two messages in this article, but they are related and we think you’ll find them beneficial. The first is a story about George,

  A very successful client recently told us– our greatest contribution to he and his wife is not the investments.  That comment perplexed us and,

  As we were initially drafting this article in late May 2012, we was referencing the markets falling off from its first quarter 2012 peak.  Now,

  Let us tell you a story. We spent 7 years researching the financial services industry.  In the process, we learned about investments, various product

  This article focuses not on the imperative of having great investments—that message is easy and low hanging fruit.  The message instead is that over my