Category Archives for "Wealth Planning"

Oct 23

When Risk and Returns Really Start to Matter

I often tell new or prospective clients that asset management is the sexy part of the many facets of wealth management that I work on. For most clients, it is investment returns that get their attention.  But as I go on to explain what it is that I really do and how I help people […]

Continue Reading
Oct 02

Four Options to Deal with an Old 401(k) or 403(b) Accounts

According to the site, The Balance Careers, the average person today changes jobs ten to fifteen times (with an average of 12 job changes) during his or her career.  While there is a multitude of factors that go into changing jobs, one critical factor that people should decide on in conjunction with a job change, […]

Continue Reading
Sep 25

The New Definition of Family Office

When you hear the term Family Office, what is the first thing that you think about?  Do you think of it in financial terminology or maybe related to the medical field?  Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that […]

Continue Reading
Sep 11

4 Steps to Set Up the Retirement that You Envision

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to […]

Continue Reading
Sep 04

The Holy Grail of Investing

Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books.  In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that […]

Continue Reading
Aug 28

How Life is Like a Sleeping Bear Sand Dune

We recently took our family vacation in northern Michigan.  One of our favorite spots is the Sleeping Bear Sand Dunes.  The dunes, which are now apart of the National Park Service is one of our great national treasures which everyone should check out if you are in the State of Michigan. This was the second […]

Continue Reading
1 2 3 81