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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

  The world these days seems uncertain, but your investments here have performed like gangbusters.  Congratulations on staying exactly with the plan we put together

  One of the greatest myths of Wall Street is that you have to be complicated in approach to win the financial security game.  That

There are many scary news blasts these days leading up to the Holidays.  This article is to give you some respite from those unsettling financial

We’ve got turmoil in the financial world and, generally speaking, nobody is happy about it.  All client portfolios took a hit in the 3rd Quarter,