Blog


Mar

10

2017
Freedom concept. Escaping from the cage

Measuring True Wealth

True Wealth is a concept that we discuss at the office periodically.  Really when it comes down to it, is one of our core philosophies as money managers.  Now I’m not talking about just having a lot of money.  This may or may not play into it, but it is really more along the lines of an overall money management philosophy.  It is very possible...

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Feb

17

2017
Budget Secrets Unraveled

Budget Secrets Unraveled

I have a secret.  I am a financial advisor that absolutely despises the word “budget.”  No, I don’t mean that I disagree with the concept of having a plan for your spending.  That is a good thing.  I mean the word itself.  It sounds confining.  It sounds like you will never have fun. Ever again.  To me it sounds like oatmeal. (I don’t have time to...

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