Articles

For those of you who currently work with us, we’ve been super active during the first quarter of the year making adjustments to your portfolio, and as we always say, the near-3000-point correction in the Dow has since rallied back up 1200 or so points before taking another smaller dip this week.

• April 26, 2018

If you enjoy long, boring car rides like I do, you may have searched out some good audio books and podcasts to listen to while you’re cruising. Perhaps some of those even had to do with money and financial planning. The sheer number and volume of financial podcasts out there never ceases to amaze me.

• April 12, 2018

I often have conversations with friends of friends when I’m out socially that often start with an introduction like, “this is Dave, he manages my money,” or “he’s a financial planner.” I shake hands and say “nice to meet you – what do you do?” At this point the person tells me they’re a contractor, or an engineer, or a teacher, physician, or “I own such-and-such business.” They tell me a little more, and I ask a few questions as we make polite conversation.

• April 5, 2018