facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Two Cents

The financial planning landscape can be pretty confusing.  Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it.  I believe in transparency and always acting in the best interests of my clients. 

The Soldier Who Fell Through The Cracks Thumbnail

The Soldier Who Fell Through The Cracks

It was a younger person, wearing a current uniform. He looked like he could have just graduated boot camp, or more likely, just come home from Iraq or Afghanistan. I also noticed that he wasn’t covered, and he looked a little disoriented.

Read More
What Does Government Cheese Taste Like? Thumbnail

What Does Government Cheese Taste Like?

The military, for all its faults, is society's last bastion of truly equitable, merit-based distribution. Regardless of branch, anyone who enlists starts at the same place: the bottom. And for someone like Robert, the bottom's not a bad place to be.

Read More
Why You Shouldn't Be Disappointed When A Financial Advisor Says, "You Don't Meet My Minimum Assets" Thumbnail

Why You Shouldn't Be Disappointed When A Financial Advisor Says, "You Don't Meet My Minimum Assets"

If there’s a ‘niche’ financial planner for bass fishermen, there’s probably a ‘niche’ that you fit into. Whether it’s your profession, marital status, religion, age group, or some other affiliation, there’s a financial planner who specializes in working with those people. And wouldn’t you feel more comfortable talking with a planner who knows YOU, not just your finances?

Read More
The Difference Between Easy Money and Earned Money Thumbnail

The Difference Between Easy Money and Earned Money

The people who are most rewarded are the folks who aren't really ever recognized for their ‘potential.’ Since they started from humble roots, all they have is their ability to work hard. Hard work, applied properly for a long enough time, will produce more long-term wealth than short spurts of amazing talent. Every time.

Read More
Schedule an Initial Call