Five years ago, Linda and I made a conscious decision. Looking at ourselves and at our client base we came to realize that at our

Have you ever noticed how many times a day we are bombarded with an “act now!” sales pitch? My email SPAM folder is filled with limited

This might seem like a strange topic for a financial website blog, but often clients will ask me what I do in my spare time. I

“Sell in May and go away.” A cute little piece of advice that has been around the financial markets as long as I have. Whoever

I recently traveled to Boston for a Cambridge Wealth Strategies conference and a New Century Council meeting. I learned a lot of very interesting things

The last few weeks have been full of headlines reading: “Dow headed for record high, Dow closed at record high, Dow set to open at

I was thinking today about how blessed I am to be in a business that often allows me to form close bonds with my clients.

My parents are some of the most financially savvy people I know. They own their home free and clear and have been completely debt free

The printing presses at the Fed have been working overtime for a few years now and continue to do so each week as the Fed