Sharing Our Thoughts and Insights


Where Do We Go From Here?

Optimism is clearly priced into the markets, with U.S. stocks up nearly 17% year-to-date. The question is where do we go from here?

What is Your “Return on Life™?”

Too often when it comes to our financial lives, we don’t look at the big picture. Most advisors in the financial industry focus almost exclusively on return on investment. We feel they are putting too much focus on “the money” instead of helping clients manage their money in a way that improves their life.

Top 10 Ways to Prepare for Retirement

Financial security in retirement doesn’t just happen. It takes planning and commitment. With that said, this brochure put out by the Department of Labor, identifies two smart and FREE ways to limit your risk as you accumulate assets.

Tech IPO Frenzy

With a frenzy of technology IPOs expected to come to market this year, it’s worth noting that the days of getting in “on the ground floor” are all but over.

The CEO’s Guide to Retirement

Each year, over one hundred CEOs retire from the S&P 1000. With all of the succession planning that takes place at these companies, one piece is almost always missing: preparing the current CEO for the next phase in his or her career.

A-Rod Talks Life After Retirement

How satisfied are you with your life? What can you do in the next phase of your life to ensure you are happier? Are you using your money in ways that improve your life?