Investing and Weight Loss Parallels

If you are like me, you’ve been on numerous diets.  South Beach, Keto, Atkins, the “do it all in moderation and workout diet”, etc.  Always searching for that “quick fix” to drop weight the easy way.  The reality is like everything in life, there is no...

The 3% Buyer’s Agent Commission

Information asymmetry is one of the biggest contributing factors to financial mishap.  In the financial services sector, structure and incentive compound this information gap.  The word “Fiduciary” often gets thrown around as the Fiduciary Ruling was one of...

500% Returns on Life

Money is a resource.  Abundant resources allow you to enjoy what is important to you.  NOT worrying about your finances is essential to living a life that excites you, supports those you love and satisfies your greatest desires. Imagine your life if you had...

Holding Periods Do Matter, But

We are at economic war with China.  I am not forecasting here, BUT, what if we see another long sideways period ahead? Are you prepared for that? What should you invest in? The first chart is of two new investors who have finally decided to dip their toes in the...

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice