facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

News & Articles

%POST_TITLE% Thumbnail

Can Money Buy Happiness?

We all wonder if having more money can make oneself happier. There was some great research done recently on ways to make smarter decisions with your money in hopes to make you happier.

%POST_TITLE% Thumbnail

3rd Quarter Market Update - 2018

The third quarter of 2018 is over. It is time to share some highlights of what the market did this quarter and so far this year. As always, I have some other random facts in there. You can decide if they are useful or useless.

%POST_TITLE% Thumbnail

What are the Savings Rates to Retire Early?

FIRE is a big concept right now. It stands for Financially Independent, Retire Early. Catchy, eh? Well, there was a good article recently showing the spending and savings rates if you want to retire at different periods in the near future. Let's dive into the details.

%POST_TITLE% Thumbnail

Is Flat Fee a Fad?

While most advisors charge clients through commissions or based on assets under management (AUM), there are a few of us who charge flat fees. Is this a fad or the start of a revolution?