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November 20, 2018

Robo Advisor Update

Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to update you all with a little information in and around this space.   By way of reminder: “What is a ‘Robo Advisor’?”   There are lots of ways to invest…


November 4, 2018

Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) – there are many (better) investment strategies and ideas that are only really open to the very wealthy. It used to be, in my experience, that portfolio loans was one of them.   What is…

Investing Money

October 2, 2018

Retirement Plans

This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right one for you or your clients. The first thing we look at is how much you want to “defer” or save every year: Levels of deferral: $0 – $5,000 –…

Investing Thoughts