Note: This post is from our intern – Chris Ensch. Chris attended a recent Rotary meeting with me and ran into his old economics professor from High School (College Equivalency),…
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Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…
Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…
As a young child, my great uncle would arrive at our house with my grandparents just before Christmas. Most years, he would bunk up with me. My room was down…
Unless you have been living under a rock for the last few months, you’ve probably heard about the Bitcoin craze and other cryptocurrencies using distributed ledger technology. I’m a borderline…
The market is hot right now – to say the least. We all know it’s cyclical in nature so in a way it feels like we’re just waiting on the inevitable…
Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…
A recent Wall Street Journal front page story, “The Morningstar Mirage,” stated what most advisers should already know: Morningstar ratings don’t mean much. In my experience, those who rely upon…
When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail…
Created by Congress twenty years ago, the Roth IRA is starting to show up in seasoned retirement plans in a big way. I remember when the Roth IRA first came out, I thought…
