How I Got Here
I am very proud of my career and the building of our wealth management business. We have four bio children […]
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Introducing: Brian On Purpose
I am a post career guy beginning the third act of life with more questions than answers. That being said,
Ignore the Click Bait
Several times per month I receive an email from a client with a link to some very scary article with
Where Are You Going?
Last year I read Matt Haig’s book The Midnight Library, which I really enjoyed. I won’t spoil it for you,
Stay the course
Being a successful investor means having a strategy, sticking to that strategy, and resisting the urge to make emotional decisions
It’s Not As Bad As You Think
I subscribe to the Wall Street Journal and have been a reader of the paper since my senior year in
Caveat Emptor for Higher Education
Caveat emptor is one of only a few Latin phrases that I know, and you probably know it too. From
Inflation, the Silent Destroyer of Wealth
I am sure by now you have become more aware of a relatively new term in our lexicon… inflation. I