Holiday Message 2017

Holiday Message 2017

As the hustle and bustle of the holiday season approaches and the 2017 year comes to a close, I can’t help but reflect on all the wonderful blessings we have experienced this past year. More importantly, I want to take the time to thank all of the people that have made our success possible.

The True Value of an Advisor

The True Value of an Advisor

The late Steve Jobs once said, “The only way to do great work is to love what you do. If you haven’t found it yet, keep looking and don’t settle”.  As I ponder these words, I realize that I have two very strong passions in life. The first is finance and the second is fitness. If I didn’t pursue a career in finance, I would have explored personal training because both careers have distinct similarities like helping people achieve quantifiable and attainable goals. 

"Brexit" 101

"Brexit" 101

Most of you experienced a small taste of just how volatile equity markets can be on Friday, June 24th. If you owned international stocks or mutual funds you witnessed significant declines of 8-15% over a 24 hour period in your portfolio. Like you, we consider this a noticeable correction worth devoting a little time and attention to understand our current political landscape.

The road to glory is paved by consistency and discipline - March Madness Tribute

The road to glory is paved by consistency and discipline - March Madness Tribute

What an epic moment last few weeks for Villanova University fans and basketball fans all around the world, as they  witnessed a spectacular game that saw two very good teams battle it out for college hoops supremacy. The entire game was back and forth with Villanova leading for much of the second half. Here are some highlights of the game if you missed it:

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