Investing

One thing I hear periodically as a financial advisor is, “I wish I had enough money to invest and work with you.” What I always tell these folks is to start with what they can control, rather than focusing on what they don’t yet have or can’t control. The best time to start saving is today.

• February 17, 2017

Have you noticed recent ads in the newspaper, or at your local bank branch, for CDs lately? We’ve seen that rates are on the rise, and wanted to pass this information along to you, our valued clients (and prospective clients!).

• February 16, 2017

We’ve had several new clients come on board recently, and I always hear a few new questions from folks as we start our relationship and planning process. “Alan Greenspan was just on the radio saying we’re heading towards another bubble,” one client recently told us. “What do you think, and how should we protect ourselves?

• July 28, 2016

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.

• July 21, 2016

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.

• June 16, 2016