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News & Articles

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Tax Knowledge - Going Deeper for Clients

Taxes are one of the most important topics when it comes to success in investing. And they don't go away in retirement. Some studies show taxes can eat up 60% of your returns! Because it is so important I have decided to spend the next year getting deeper in my tax knowledge so I can better serve my clients.

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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.

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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.

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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.

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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?