I often hear from folks that financial advisors are a commodity. They say you will get the same set of services no matter who you use. Nothing could be further from the truth. There are very few industries where there is a larger difference amongst providers in the...
A little over a month ago, I went on vacation with Wendy and two good friends. We had a great time! It is always good to unwind with folks you enjoy spending time with. As part of this, I was asked to join my friends at a golf outing. It was my very first time playing...
In advance of our seventh client story, I wanted to share what can truly bring a marriage together. Wendy and I were sitting on the sofa, and she asked me to name hobbies that we could do together over the weekends; activities that would be “ours.” I...
In advance of our sixth client story, I wanted to share a personal holiday experience. What is love? My wife regularly puts together holiday gifts that we deliver to residents in our subdivision. This year, she decided to dress up like an elf while making the...
In advance of our fifth client story, I wanted to respond to one of the most common investment concerns I’ve heard. How can someone structure their portfolio to at least keep up with inflation? Challenging investment environments like this one will always create...
