5 Mistakes You Cannot Afford To Make With Your IRA Thu, Sep 21, 2017 IRA’S have been the ‘Ugly Duckling’ of Investments. This Ugly Duckling has turned into the proverbial ‘Swan’ as IRA’s account for more than 8.2 TRILLION DOLLARS of Americans’ Retirement Assets, and more than 42 MILLION households count on IRA’s to fu... Read More

A New Standard for Investment Advice
A New Standard for Investment Advice Mon, Feb 10, 2014 It's not easy for investors to make their own quality financial decisions today. Successful long-term investment planning increasingly is too complex, specialized and challenging to be an avocation and requires professionals with specialized knowledg... Read More

2014 Predictions
2014 Predictions Wed, Jan 01, 2014 We all have heroes. For my son in college, it's Ernest Hemingway. I'm waiting for the call that he is going to run with the bulls in Pamplona. One of my heroes in the world of finance is Byron Wien. While Warren Buffett and Carl Icahn may get the... Read More

Time For Thanks
Time For Thanks Mon, Dec 02, 2013 My intent with this space is to hopefully provide a small bit of knowledge and wisdom to help you better manage your wealth and perhaps avoid a few financial bumps in the road in the process. As I mentioned last month: why do we work to accumulate w... Read More

Clarity amongst the noise
Clarity amongst the noise Fri, Nov 15, 2013 Let's be very direct. We invest our hard earned money to earn a decent return, preserve and grow our wealth and allow that wealth to fund our aspirations, goals and hopes. Whether it is a comfortable retirement with the peace of mind this brings or t... Read More