Even when they are expected, market corrections are never easy to go through. However, certain elements can help us through downturns with the most crucial being a solid understanding of why we invest and have a wealth management plan. Planning, along with understanding, can help bring peace of mind when facing uncertain times financially during stock market turbulence. Below are a few … Read More
When Risk and Returns Really Start to Matter
I often tell new or prospective clients that investment 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 figure out where they want … Read More
