Wealth Management Blog

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Is Your Advisor Really an Advisor?

Is Your Advisor Really an Advisor?

There’s a quote I love from finance guru Warren Buffett: “Only when the tide goes out do you discover who’s been swimming naked.” As far as the market performance lately, the tide has definitely gone out, and many are seeing that their “advisors” have been swimming...

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Financial Tips for High-Level Executives

Financial Tips for High-Level Executives

Addressing Financial Friction and the External Pressures and Expectations of Your Managers.   One of my favorite niches to work in is the transportation industry. Due to my many years of experience as an executive for UPS, I have in-depth knowledge of the...

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Restoring Time for the Busy Executive

Restoring Time for the Busy Executive

“Time is free, but it is priceless. You can’t keep it, but you can spend it. Once you’ve lost it, you can never get it back.” Harvey MacKay Life and finances—they intersect in pretty significant ways for most of us. For the busy executives out there, the two can...

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The Election is Over…Now What?

The Election is Over…Now What?

Were you suffering from pre-election panic and tempted to make some emotional decisions with your portfolio? It was a common occurrence in early November, and the post-election panic has now set in to make matters even more emotionally charged. I get calls all the...

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