Expectations

I while back I had an Aha! moment in my career – thanks to my brother.  After about 18 years in the business, it has become obvious to me that investors of all types grossly overpay for [...]

For the Holidays, my parents came to visit.  They are both in their early 80′s and are of generally good health.  I consider them to be middle class people who have always worked hard to support [...]

Recently, a friend inquired with me about the quality of advisement he was receiving on his investments.  He uses a conventional investment firm, a household name in the financial services [...]