When most people are asked about their investment goals, they have some vague answers: provide for their families, be able to live a comfortable lifestyle, maybe travel, and other non-defined plans. However, in order to achieve these goals, we need to determine what...

Even millionaires and multimillionaires have had to work toward their financial independence. And for many it’s a smooth ride toward their ultimate end goal, but I’ve seen my share of them mess up. They’re on course for a smooth ride, when suddenly something derails...

Toward the end of the year, it’s easy to get distracted by other things in your life: the holidays are approaching and school is back in session, work is picking up and social obligations are added to the calendar. While it’s important to live a balanced life, it’s...

It’s true that big risks can lead to big rewards, but with those risks comes a lot of other concerns and feelings. The one question I always ask people is if they are comfortable with and willing to accept certain degrees of investment risk required to achieve the...

Unfortunately, there is the idea that if you’re wealthy, you’ll always be wealthy. However, that’s not always the case, as much as we hoped it would be. Money troubles can plague everyone, but there are ways to help preserve your wealth and help you live the life you...

With finances, it seems that there should be a simple figure to use to measure success. But the truth is that everyone we work with will measure their success differently. Some of our clients believe that traveling for half of the year is more important than owning...