Our Thoughts

Don’t Wait for Those Storm Clouds to Appear to Start Saving for a Rainy Day

Don’t Wait for Those Storm Clouds to Appear to Start Saving for a Rainy Day

This is the time of year when many folks are in flux. The Holidays, Valentines Day, and even Easter is in our rear-view mirror(s), which means there are fewer gift-giving situations that are ...
Calling a wealth management professional when you’re calling it quits

Calling a wealth management professional when you’re calling it quits

were together—is a trying time. The heartbreak of divorce can be exacerbated when financial stresses come into play. On top of emotional upheaval of the split itself, not knowing how one will be ...
Fiduciary duty does not guarantee you won’t get bad advice: Learn those “fee-based” facts here

Fiduciary duty does not guarantee you won’t get bad advice: Learn those “fee-based” facts here

When the Department of Labor rolled out its Fiduciary Duty Rule for brokers, it seemed like a no-brainer to many.  At its core, after all, the whole point of forcing brokers and wealth management ...