Blog

April 11, 2018

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with—...

March 28, 2018

What’s the first thing that comes to mind when you hear estate planning? Old people? Something that is done once you...

March 14, 2018

Have you checked the weather recently? Guess what—you’re using a model. And while models can be useful for gaining insights...

February 15, 2018

From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many investors...

January 31, 2018

The S&P 500 is off to a great start in 2018. Following a historic 12 straight months of positive returns...

January 17, 2018

nnIf you’re a business owner then I’m going to assume that taxes are one of your biggest frustrations. You’ve hustled,...