Investment Philosophy

Does “more institutional” with more “alternatives, ” such as hedge funds, mean better? I don’t think so.

Can investors learn a few things from a country song?

Is Wall Street more accurate than Punxsutawney Phil?

If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.

Staying composed when storm clouds bring bad weather is not easy but, just as keeping a steady hand on the tiller and staying calm is the key to reaching a port safely, avoiding the urge to make changes in volatile markets is the key to long-term investing success.

What's in a name? Maybe more fees that you realize.