August 21, 2019
A little over a year ago, a friend of mine reached out to me to ask - Should she be purchasing a home now? She had been saving up for a down-payment on her first house, so she was paying close attention to what was happening to...
August 07, 2019
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure...
July 24, 2019
One of the most confusing things in the financial services industry is trying to understand how financial advisors and financial planners charge for their services. Many people we talk to who have investment accounts at other...
