Although mainly dedicated to helping our clients live their financial dreams, we also feel that good health and fitness are important. It is often said that all the money in the world will not buy good health. However, fitness has become somewhat complicated and mystified in our culture. Fitness and good health are easier to attain than made out to be. Proper fitness is the key to excellent he...

Benjamin Graham, the godfather of portfolio management and mentor to investor billionaire Warren Buffett, is quoted as saying: "An investment operation is one which upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative." One of the biggest challenges a financial advisor faces is helping the average investor unde...

When a married couple plans to retire on different dates, they may need more than a calendar to manage the situation. They can spend decades investing for their retirement, but when it comes time for them to decide on a date, will there be one red circle on the calendar or two? Whether due to age discrepancy, or the fact that one spouse won't leave a thriving career, couples often have to nego...