The Importance of Personal Umbrella Policies

A Common Sense Guide to Heart Health

Insightful Questions That Can Ramp Up Your Success

Smart Ways to Take Control of a Trust

What To Do When Your Doctor Has Bad News

It’s Time to Get Serious About Your Happiness

A Journey through Time

Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery. Tuning out the noise

Savvy Negotiating: To Get to the Moon, Reach for the Stars.

Sweeping Tax Changes

This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years.  It’s going to take some time to digest it all, but there are a few things we do know.  We are getting lots of questions on what can be done this year, and candidly, there aren’t […]

Active can’t keep up with the index

After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds approach” their strategies.