Wealth and Hard-Working Americans

Kevin Williamson, a correspondent for National Review recently wrote an article titled, “Rich America is a Working America”. In it he quotes some interesting statistics that call into question the negative portrayal of the “rich” that has become an effective … Continue reading

Income versus Total Return

Many investors and retirees rely on their investment portfolio to fund all, or part of their cash needs. In wealth management, there are two practices employed to create this cash flow; the income approach and the total return approach. The … Continue reading


I attended a seminar last week where I heard a presentation from Bill Bachrach, a well-known coach and speaker within the financial services industry. During his presentation he said, “Success is the cumulative effect of doing all of the little … Continue reading