Category

Blog

2013 Year in Review

By Blog

Originally Published February 3, 2014   “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you…

Read More

Planned Giving That Matters

By Blog

Imagine you could make a transformative donation to a non-profit of your choice, increase your income and leave more for your heirs, all while giving less to the Internal Revenue Service….

Read More

Financial Scams

By Blog

This video covers what tends to be a darker area of one’s financial well-being: scams. Having been in the financial industry for over 25 years, Kevin discusses some common manifestations…

Read More

More Taper Talk

By Blog

More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond…

Read More

What’s in a Name?

By Blog

“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over…

Read More