Broker Check


Sunday, October 14, 2018

In This Edition: What I (Re)Learned Establishing My Own Advisory Firm, by Jack Davis, MS, CFP®; Trivia Quiz: What do you know about money?; Investment Challenges of the Affluent Investor; Your Legacy: Life Remembrances


Thursday, September 13, 2018

Leaving a legacy is an important part of creating a financial plan, but a legacy shouldn’t have to wait until after you’re gone. Giving now provides you the gift of participating in sharing your wealth with your loved ones...


Thursday, July 12, 2018

Whatever stage you are in as an investor, be it just starting out, preparing to retire, or well into your retirement years, the decision to work with a financial advisor is a very personal and important one. Not only are you looking...


Thursday, June 14, 2018

Video: Jack Davis talks about deck building, inflation, and the Federal Reserve


Thursday, May 31, 2018

In Part I, we discussed how to prepare to share your financial information with your children by creating an Executive Ledger. This is an essential step to making sure that your estate is in good order and that the process of settling...


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Thursday, May 3, 2018

Through our regular meetings with our clients, we systematically review financial life topics. We may analyze tax strategies, review estate plans, discuss survivorship plans, or review other important topics. Once you have organized...


Thursday, April 19, 2018

Click here to watch this important video on market volatility.


Thursday, April 5, 2018

Your most important legacy is your family's val­ues. You can use family legacy meetings to com­municate them.


Thursday, March 22, 2018

Jake DeKinder, Head of Advisor Communication at Dimensional Fund Advisors LP, explains why investors should view recent market declines as part of the nature of investing.


Thursday, March 1, 2018

We live in a world where it can be easier to focus on the negative than revel in the positive. This can seep into our relationships with our loved ones...


Thursday, February 15, 2018

Nine Experts, Four Surprises, and One Million Dollar Bet


Thursday, February 1, 2018

I believe good legacies are left on purpose, while poor legacies are left because they lack purpose. There are a number of important things in life that are easy to say, but hard to do. Leaving a legacy is one of...


Thursday, January 4, 2018

It is uncomfortable for anyone to imagine their home and their life without them in it or their spouse suddenly alone after decades of marriage. But retirement planning isn’t all tee times and Caribbean cruises. Couples have to...