At the time of this writing (June 17, 2022), the stock market is down 22.4% and the bond market is down 11.3%. Given the continued volatility and declines in the market, we wanted to answer 3 questions. Our hope is… Read More

Prospects often tell us that they want a “fee-based” advisor. However, when they start to describe this advisor, they are actually describing a “fee-only” advisor! Having a clear understanding of this difference is essential. Not only will you have a… Read More

The financial planning profession is in its infancy. It began in a Chicago airport in 1969 when a group of bankers gathered to discuss how people could better manage their financial lives. This meeting eventually led to the creation of… Read More