Does My Advisor Get Me?
What is it you expect from your Financial Advisor (even if YOU are your financial advisor)? How do you know when they (or you) are [...]
This Week’s Market Review: August 5th
OVERVIEW: 1. The recent global stock market selloff has been the highlight of the week. 2. Current macro-economic backdrop and areas we currently favor... 3. The FDA's [...]
Pink or Blue Money? (expanded)
Pink and Blue Money is a broad description of how men and women generally tend to handle their financial affairs based on several factors: cultural [...]
Maximizing Your Variable Annuity
Variable Annuity Policy Exchange (V.A.P.E.) While we have met plenty of people with variable annuities, we almost never meet someone who knows how their variable [...]
