Latest Articles
I’m New Here
Our summer intern turned part-time associate Dan McKenna wrote a great piece about his experience being new to the biz that I thought was worth sharing. ___________________________________________________ I’m new here.
Equifax Data Breach
Yesterday, the Wall Street Journal reported that hackers had gained access to some of the systems of Equifax Inc., one of the largest three credit reporting companies, potentially compromising the
Real Life Financial Planning
This past weekend my family has made the move into a new home, which needless to say, has been a chaotic process. It really got me thinking, though, about real
A True Measure of Uncompromised Advice
Do you remember the scene from the movie Matilda when Harry (Danny DeVito) shows his son his dodgy-car salesmanship? While highly over exaggerated in the film for the sake of
Why Utilize a Financial Advisor?
Personal finance. Don’t underestimate the adjective. In today’s world, the rise of “robo advisors” have led some to (incorrectly) conclude that managing investment portfolios is simple. As far as they
Is Financial Well Being the Key to Emotional Well Being?
When you think of your financial advisor or financial plan, how do you feel? Gratified? Anxious? Indifferent? How much would you say your advisor has contributed to your sense of
Are You Getting Your Money’s Worth in Financial Advice?
Recent news about a new fiduciary rule has left many folks more confused than ever about fee structures, and concerned about whether they’re getting the best value from their financial
Saving for College and Wondering about Your Options?
For many parents, the Spring months are full of happy news, as high school seniors announce their college choices. For parents of younger children, however, those happy announcements may make
Do Potential Changes to the Fiduciary Rule Mean Trouble for You?
A year ago the Department of Labor expanded the number of financial advisors required to adhere to the fiduciary standard for retirement asset and accounts. This was clearly good news