It’s The Value You Get Beyond Returns That Deserves Your Attention

I’m always fascinated when I overhear people talking about investing. Most of the time they’re strictly focused on performance. Frankly, it’s short sighted, but the truth of the matter is that’s the way it used to be.

For decades, when so many of us were enjoying consistent double-digit returns, all we talked about was performance. Ads for investment advisory firms and mutual fund companies concentrated solely on the numbers. “Performance” was how we positioned ourselves, how we Read More »

Investing isn’t only about the numbers …

There’s no question that every investor, myself included, has the same goal: to make sure we have enough to fund our dream retirement, to see us through to the end of our days; and, also, to leave something behind for those we love.

Which is where Investment Advisors come in, to offer sound, objective advice based on knowledge, experience and skill — ours and the experts and specialists who are part of the extended team.

What’s interesting, though, is that when we consider our relationships with our Advisors, we tend to Read More »

In a Season Devoted to Gifts, a Former Client Has Given Me One of the Best

Being an Investment Advisor comes with a huge responsibility.

Clients come to us to help them plan, and save enough, to live out their post-retirement dreams; and, also, to leave something behind for future generations. It’s a responsibility I don’t take lightly.

What’s equally true, though, is clients share that responsibility. I can advise, I can guide, I can share my knowledge and my experience. I can provide a historical perspective and provide Read More »