Why have investment returns slowed down?

25 October, 2017

It’s October of 2017, and we’ve been seeing low, single‐digit returns this year. Last year wasn’t great, either. Of course, these most recent years follow the long term recovery boom that began after the 08/09 financial collapse, and this is worth no... Read More

Rediscovering My ‘Why’

14 July, 2017

It’s not what you do, it’s why you do it. I sat on a small, rustic wooden bench at my favorite coffee shop recently, eavesdropping on a conversation between the owner of the coffee shop and a customer of his.... Read More

Thoughts on portfolio returns for 2016

21 April, 2017

As Financial Advisors, one of our jobs is to manage clients’ investments. It’s important that we help our clients understand what they might be able to expect from their portfolios, and it’s also important that we manage our own expectations.... Read More