What Is Your Investment Strategy?

As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will never grow. The same can be said about your investment…

Navigation Open Enrollment

Ep 42 – How To Navigate Open Enrollment

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly delete thinking nothing has really changed since last year. But…

Teaching Your Kids About Money

What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…

Money Can Buy Happiness, Ep# 36

When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but as we’ll reveal in this episode, the answer is key to making…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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