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The Big RV

Several friends of mine camp, boat and waterski regularly at a nearby lake and invited me to accompany them one weekend not too long ago. They all have large, fancy recreational vehicles (RVs) that cost from tens to hundreds of…

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2013 Year in Review

Originally Published February 3, 2014   “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” -Paul…

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Financial Scams

This video covers what tends to be a darker area of one’s financial well-being: scams. Having been in the financial industry for over 25 years, Kevin discusses some common manifestations of financial scams as well as some key methods to…

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More Taper Talk

More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond purchasing program, quantitative easing (QE). So here we are in…

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What’s in a Name?

“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over the years, so I thought I’d offer an answer today. In…

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