Four parallels between golf and investing

Four parallels between golf and investing

Looking to lower your handicap and raise your net worth?  The game of golf has many parallels to investing.  If you can master the four elements below, you’ll see a marked improvement not only on the golf course but also on your road to financial independence. Who’s...
Loss trading

Loss trading

In a recent devotional I read, the writer started with “Life is a series of battles and blessings, battles and blessings, battles and blessings, battles and blessings, battles and blessings…”.  He extended this out for a few more written lines, and the point he made...
Points and percentages

Points and percentages

December was a wild ride for the stock market.  CNBC, the financial infotainment network, was in heaven.  So many BREAKING NEWS opportunities!  Of the 21 trading days in December, the Dow Jones Industrial Average gained or lost more than 250 points on 12 of these...
How we invest our own money

How we invest our own money

When searching for a financial or investment advisor, it’s important to ask the right questions and to listen for the right answers.  Beyond some of the obvious questions (How are you compensated? What services do you provide? Do you work with people like me?),...
Why investment fees matter

Why investment fees matter

Do you know the amount of your monthly cable bill?  How about the price of your cell phone plan?  Now, the million-dollar question: how much are your investments costing you?  Chances are, you can ballpark the first two, but the third is a mystery.  There’s a reason...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!