I was enjoying a relaxing Sunday afternoon back on December 1st, 2019.  I decided to get the Christmas decorations out of the storage space in the garage.  The storage space is eight feet off the ground and I only have a six-foot stepladder. Can you see where the story is headed?  I climbed the ladder […]

Investing 101: Basics of Investing
March 4, 2020

I was explaining to a new client recently how we invest our client assets. They wanted to know if we use individual stocks, Mutual Funds or ETFs (Exchanged Traded Funds.) I told them we don’t use individual stocks or securities, as this adds a level of risk that does not necessarily improve the risk/reward return. […]