A Financial Advisor vs an Investment Advisor

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...

My First Golf Outing

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...

Don’t Let Adversity Mask Opportunity and Our Fourth Client Story

In advance of our fourth client story, I wanted to comment about the current investment climate. This has undoubtedly been a very difficult environment for everyone. Having a more conservative allocation than the stock market and having a well-diversified portfolio...