A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
The Stories We Tell Ourselves
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
Annual Financial Plan Physical
Past Performance is Not Indicative of Future Results
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Not All Advisors Are Created Equal
Asking the Right Question
Growth is Everywhere
CFP or ChFC, What’s the Difference?
A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
The Stories We Tell Ourselves
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
Annual Financial Plan Physical
Past Performance is Not Indicative of Future Results
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Not All Advisors Are Created Equal
Asking the Right Question
Growth is Everywhere
Should You Work with a CEFEX-Certified Advisory Firm?
Why I Do, What I Do
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.