Monthly Archives: November 2011

I had an interesting conversation with a man named Jeff Snider last week. He is an asset manager. He and I both pondered the state of our economy and the fact that, despite the fact that the majority of American … Continue reading →

Advice is relatively easy to come by; it’s finding quality advice that is difficult. This goes for advice on how to invest your 401(k) to how to best roast a turkey. Perhaps this is why so few financial planners charge … Continue reading →

A lot of people get a lot of information from the internet, magazines or other media. I understand many people do not seek out a financial adviser/planner for a couple of reasons: (1) They have no idea what we do … Continue reading →

I actually didn’t realize that this motto, featured on our money, was controversial until yesterday when it came up in conversation with some loved ones; some who are and some who are not religious, spiritual, or believers in a higher … Continue reading →