Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Insights & Other Important Communication
I have been hard at work putting together my 4th Quarter Client Letter and Economic Update. It occurred to me that some may not fully understand the basic measurement of our economy, Gross Domestic Product or GDP.
What is Finglish? It is a slang term for Financial English. Financial speak is not well understood which is a shame, since most of us really need to understand money. Take a look at this short video taken in Chicago two months ago.
A client recently emailed that she was cleaning out old files and wondered how long she should keep certain records. As a result of answering her questions, I have put together some basic guidelines of what to keep and how long to keep it.
This morning I awoke to the news that a compromise has been reached in regards to the debt ceiling. I have been holding off posting my quarterly economic update since very little of it mattered with a potential default looming. With that axe no longer over our necks, it seems appropriate to see where the economy stands.