What All Star’s Reading #3

We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they.. read more →

Caveat Emptor When Buying Annuities

The financial services industry has done a poor job with making things simple and easy to understand for the majority of the public. There are 50-page mortgage documents, 100-page fund prospectuses, and we currently have an unnecessary and onerous debate in Washington on a widespread fiduciary standard (it should be as simple as the client.. read more →

How Do I Choose The Right Advisor?

Last year, we posted a blog that talked about a Broker vs. Fiduciary (fee only independent advisor). There was a video that we posted along with it that explains these differences by comparing them to a Butcher vs. Dietician. The more we had this conversation with our clients and prospective clients, the more we realized.. read more →

Broker vs. Fiduciary

Hi to our All Star Client! It’s us again, talking about why we are different than brokers. We found a great 2.5 minute video on Youtube that is REALLY good. Please take the time to view this and for all of us visual learners,it will hit home. One request, please send this to a friend.. read more →