Choosing the Right Financial Advisor

Whether you’re looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor. Continue reading

No Employer 401k? Fear Not!

Most people recognize the importance of saving for retirement. Planning for the long-term is filled with challenges, especially knowing where to start. 401k plans have grown in popularity over the last 20 or so years and are a great vehicle … Continue reading

President Obama Seeks New Rules for Brokers

The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. Simply put, when advisors act as fiduciaries, they are placing … Continue reading

What it Means to Be a “Registered Investment Advisor”

When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that … Continue reading

Registered Investment Advisor: Why This Distinction Matters

We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than … Continue reading