What We Do And How We Do It

What We Do And How We Do It

As a fiduciary financial advisor, we ask a lot of questions and listen very carefully to your answers. Clearly understanding your most important objectives, dreams and concerns is our top priority. The more we understand you, the better we can apply all the processes,...

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This one time, in Vegas…

This one time, in Vegas…

I'm a terrible gambler. It must be a control (or lack thereof) thing. That's why I can count on one hand the number of times I've played any form of casino game but the experience I want to share this week seems super relevant what's been going on in markets these...

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Are bonds safe?

Are bonds safe?

A prospective client recently shared with me that she called a financial advisor at one of the large brokerage houses where she has an IRA account. She told him she was concerned about a downturn and that she did not want to lose any money in IRA. His recommendation?...

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Noah the Financial Advisor…

Noah the Financial Advisor…

  Noah the Financial Advisor: “It’s going to rain. It’s going to rain a lot. I suggest you start preparing now, before it starts raining. I’m building a boat. I’d be happy to share my blue print with you.” Everyone else: “Fpaw! It’s not going to rain. When will...

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