Transparency

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.

More than products or models, financial advice is about helping clients reach their goals.

Can investors learn a few things from a country song?

Headlines from Wall Street talking heads often don't help investors make constructive decisions.

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

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.