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To build upon the great articles written by my colleagues over the past several months, I am pleased to share a little about how I manage my own money.
As we do with our clients, for starters, it is worth discussing some of the goals that drive my investment decisions. While I don’t believe one needs a specific set of goals to justify saving and investing, saving and investing for their own sake is always a good idea. But there are a few general objectives that I like to keep front and center.

I’m a pretty cautious person.  I have no problem admitting this. In fact, if you know me personally, I imagine you’re smiling and nodding in agreement.  I have never possessed…

I know that I am fortunate in many ways.  Among the reasons for that good fortune is that I have never worried about money.  That’s partly because I’m just not…

We enjoy helping you with your financial plan. Now we want to tell you a little about ours. This is the second blog in a series about how our advisors…

We enjoy helping you with your financial plan. Now we want to tell you a little about ours. This is the first blog in a series about how our advisors…