Robert’s Co-Authored Document on Taxes

With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life...

Industry Needs to Rid Itself of Misleading Labels

Profound misrepresentation is just one of the many ways the financial services field misleads customers with language. Language matters. Most financial services practitioners call themselves financial planners or financial advisers. But in reality, many, if not most,...

Why I’m Always Rationally Optimistic

Happy New Year !  I am writing you to summarize the following: An overview of 2015 Stock Market Performance (All Data from Morningstar) January nose dive (or normal market volatility) Why I’m always rationally optimistic (Stolen from the title of Matt Ridley’s Book–...

How We are Unique

We differ from most of our competitors in several ways. You should expect a lot from your financial advisor. First, we are compensated exclusively by a flat fee paid by our clients thereby allowing us to work solely in our clients’ best interests. Our clients can...