June 21, 2018
day trade stocks

“Should I Invest in Individual Stocks?”

So you want to invest? AWESOME!!  Maybe you have been reading a cool blog like mine or perhaps you had a friend tell you about this wonderful wealth building tool! Regardless, it will not be long before you question if you should buy individual stocks. With the bull market we are currently riding, there are many people that would tell you that it is a good idea. But is it really?
April 12, 2018
employee employer conflict based on assumptions

Simple Assumptions Can Lead to Employer-Employee Conflict

We’ve all heard the old adage about assumptions. It makes an—well you get the point. Recently I was part of a meeting that included a client and his employee. While I sat back and watched the two of them dispute of minute details, I could see both of their sides. They, however could not. Which lead me to ponder assumptions and the employee’s worth.
February 22, 2018
support and trust of a financial advisor

Justin’s Thoughts: Give (Information) and You Shall Receive (Trust)

Financial advisors are a dime a dozen these days. That’s why it is so important to hire someone you can trust. Financial plans can be simple or complicated; working with the right person can ensure you will know what you are doing and why. While there may be more than one way to do something, there is likely a right way to do it that is specific to you. 
December 14, 2017

Can Your Portfolio Stand a Market Correction?

No talent! That expression sums it at all up this week! That is literally all it takes to predict what the stock market is going to do from one day to the next! 
November 30, 2017
fiduciary ruling

Why the 2017 Fiduciary Ruling Matters to You

The much talked about Fiduciary Ruling expected from the Department of Labor has been delayed until July 1st, 2019. Now, I understand some of the reason for the delay. I even have a client who is an attorney for a major insurance company, and this person is leading the task for the company in dealing with DOL alternatives. Obviously, there are some issues when it comes to this ruling. After all, we have FINRA, the SEC, and now the DOL already involved. So when you add the 50 states with various interpretations of the rules of all three different regulatory bodies, what we really have is a mess. Here’s why I’m on a rant about it though.
March 7, 2016
thoughts on buying a dentist office

How to Become Your Financial Advisor’s Best Client

Reaching your financial goals may be easier than you think when it comes to getting help from your financial advisor. Unfortunately, there’s a misnomer in the industry that only the super-affluent will get the best advice. However, the truth is most advisors work with average people and sometimes even a few people who have very little just because they like them. So how do you get to be one of those people who your advisor enjoys working extra hard for? There are a few steps to take that can keep you from feeling like the little fish in the big pond.