True Wealth

Wealth is a funny word. It evokes emotional response from nearly every person I know.

The reality is that we all possess wealth of some kind—wealth of financial resources, personal accomplishment, wealth of character, relationships, or any combination of all. A “wealth manager” should be uniquely suited to help make the most of your total wealth. I feel very strongly about that, and it drives most of what I do.

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What Investors Really Want

What Investors Really Want

Choice

Millions of Americans are investors. The reality is that many investors also benefit from working with some sort of advisor. However, the landscape of available financial advisors is confusing! Financial advisor, stock broker, financial planner, money manager, wealth manager…who does what and what do I really need? Nearly each of these professionals will refer to themselves as a “financial advisor”. However, there are distinctions. In simple terms:

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nvestment Traps to Avoid

Investing Traps to Avoid

If you are an investor, you may feel like you have a target on your back. Everyone from sales people to talking heads are aiming to either sway your opinions or cash in your chips. Here are a few classic, yet tempting, lines of thinking that you should endeavor to avoid which have the power to upend a great portfolio..

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