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Stocks, Bonds and So Much More

We’ve been in the financial planning business for nearly two decades. In talking with friends and prospective clients, I find that even now, many people aren’t aware of everything a financial planning team does. “You’re just stocks and bonds, right?” is something we hear a lot.

Help Me Help You

In speaking with many of you recently, you’ve been telling me, “Hey Dave, it’s summer. I don’t have time to read your thoughts every week.” That’s cool, I understand. For those of you feeling pressed for time, click here for the executive summary of this week’s Thought from Dave.

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