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News & Articles

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Why Not Just Be Average

Everyone thinks of themselves as being above average. It is nicknamed the Lake Wobegon effect. Well, if you had been an average investor the last decade you would have outperformed some of the "greatest" investment minds out there.

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Who I Accept as Clients

I frequently receive lots of questions from other advisors about my flat-fee model. They all ask the same questions, but one question they never ask is about what type of client I accept since all clients pay the same fee.

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End of Year Tips

At the end of every year there are always articles with planning tips to finish out the year. Well, here is my list of key items to try and check off your list before the calendar turns to 2019.

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Who Are My Clients?

I often get asked "Who do you work with?" I realized I have a rather unique practice as I have an evenly distributed client base spread across generations and life stages. Let me explain in greater detail.