Empowering investors with the education they need to make better financial decisions. Better decisions lead to better results. Better results lead to the lifestyle you want to live.
Who knows what we'll talk about next...
As seen previously in Louisville Business First: A common topic of discussion in many client meetings I’m having these days is the upcoming...
There’s a regular argument in the investment world that can potentially draw strong opinions depending on who you talk to. Should you regularly...
As featured in Louisville Business First: There was a series of popular commercials back in 2008 created by the financial services company ING around...
This article first appeared in Louisville Business First: Let’s say you’re cruising down a curvy country road on a starry night, windows down, a...
Putting together a financial plan can be a potentially eye opening experience for clients. A lot of attention is paid, of course, to asset...
Something I talk to younger clients and prospects about a lot isn’t so much investment philosophy or portfolio allocation. Those are very...
I come across articles every so often in financial media on this specific topic, and I always tend to have the same response. Really? ...
Something about volatility, in life or in the markets, has a paralyzing affect on most individuals. What’s ironic is that this is generally the...
What is happening in the world today is obviously unprecedented. Your age, likely, has had a dramatic effect on how you are perceiving our current...
It’s no secret the stock market had a rapid decline this past March. That’s easy to explain and for everyone to understand. What’s not so...
