Do you ever wonder what you should and should not send through the shredder? According to the Environmental Protection Agency, each year Americans dispose of more than 258 million tons of trash.  Additionally, we recycle 89 million or so more.  And, if your house is like mine, we give a minivan load of stuff to […]

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43 Reasons Why You Need A Financial Advisor

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial opportunities. Helps you determine realistic goals. Studies possible alternatives that could meet your goals. Prepares a financial plan and/or an investment policy statement for you. […]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success. Whether you are […]

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Don’t Panic

If you’ve been watching market headlines, you probably heard that markets tumbled in the first days of 2016, raising the specter of corrections and bear markets. When markets swing, it’s natural to worry about your investments and question your commitment to your strategy. As financial professionals, here is what we recommend you do when markets […]

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