Financial Resolutions: 6 Tips to keep you Accountable
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the...
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How to Create Order out of Chaos with Your Financial Records
It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you...
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How to Create Order out of Chaos with Your Financial Records
It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you...
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Presidential Elections and the Stock Market
Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is...
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Keeping Up With the Identity Thieves
Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they...
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Lee Brothers Sidekick Foundation presents MAD Dash: a Mitochondrial Disease Adventure Race
We invite all our clients and friends to join us in supporting the Lee family in raising money for Mitochondrial Disease...
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Is an Investment Advisor Really Worth the Investment Advisory Fee?
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased...
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The US Mutual Fund Landscape
One of our mutual fund partners, Dimensional Fund Advisors has completed their annual study of the US mutual funds...
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What are your Portfolio Performance Expectations?
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling...
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The Importance of an Investment Philosophy
If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term...
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Our Biggest Financial Challenges are often Self-Inflicted
In many respects, people can be their own worst enemies in their quest for financial security. When you consider that...
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