It’s that time of year when people start listing resolutions for the coming months: things they’d like to do, habits they’d like to break, and goals they want to accomplish. So, in the spirit of the ever so popular tradition that is the New Year’s resolution, here are 14 New Year’s resolutions for your finances… Read More
7 Reasons You Might Need a Financial Advisor
A question I get asked quite frequently from prospective clients, friends, and family is, “Do I need a financial advisor?” Obviously, everyone’s situation is different, so I’ll tell you what one of my college professors would say anytime I’d ask him a difficult question… “Well, it all depends.” You might need a financial advisor if…… Read More
Eugene Fama Awarded 2013 Nobel Prize in Economics
During all of the commotion over the government shutdown and debt ceiling debate a few weeks ago, you probably didn’t hear much on the news about three American professors who were jointly awarded the Nobel Prize in Economics. Now, you’re probably thinking, “Big deal! Why should I care?” Well, since you asked…let me tell you!… Read More
Do I Need Life Insurance? (Video)
Have you ever wondered whether or not you need life insurance? Most people have. Watch the video below to learn more about the three main reasons you might consider life insurance as part of your overall wealth management plan and the two crucial steps you need to take if you decide you need life insurance.… Read More
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