February 20, 2020

For those that follow the financial news, you no doubt heard about last week’s passing of Charlie Munger, Warren Buffett’s friend and investment partner at Berkshire Hathaway for almost sixty years. Financial websites, blogs, podcasts, LinkedIn, and other social media are jam-packed with remembrances, all sharing quotes and anecdotes from Charlie’s life, and all are […]

December 5, 2023

Same data. Two very different headlines. One to scare you. One to calm you. Guess which one gets used? In the last few days, four different colleagues at my firm sent me links to some financial blogs and posts that referenced the chart below from FRED – Federal Reserve Economic Data, the official website of […]

November 16, 2023

We are proud to continue our relationship with the CFP Board and strive to be a leader in diversifying our industry and wealth management advising space. We have committed to funding a $100,000 scholarship – funded equally over 4 years beginning in 2021 – in partnership with the CFP Board’s Center for Financial Planning, to […]

November 9, 2023