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A Fundamental Misunderstanding of Risk When it comes to investing, most people’s definition of risk is “How much can I lose in the short term?”  While it’s understandable, it’s the wrong way to think about investing and causes the average investor to be too conservative.  An investor that tries not to lose in the shortRead more

How High Commissions Can Impact Your Retirement Mutual Funds and Exchange Traded Funds can be a wonderful tool to build diversified portfolios.  Put simply, a fund company pools money from multiple investors, and buys stocks, bonds, and other investments with that money and the investors share in the profits or losses from those investments.  TheRead more

There are many different factors you should consider when choosing a financial and investment advisor. Perhaps the most important factor, however, is one that many people are unaware of: whether or not their advisor is legally obligated to make investment decisions that are in their best interest.  This legal obligation is referred to as aRead more

As a busy professional or executive, you’re building assets throughout your peak earning years, saving and investing not only for retirement but for your family’s future needs. Aging parents, growing kids, and the pressure of a demanding work schedule can leave you feeling stressed and uncertain about your financial future. We work with you onRead more

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