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Latest Blog Posts

What To Do When You Win the Lottery
Apr 06, 2016 by WEALTH MANAGEMENT STRATEGIES

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million. While that type of windfall is way outside of the mainstream of reality for most people, it’s not uncommon for some of us to suddenly find ourselves sitting on a more earthly windfall such as can occur through an inheritance, a settlement, or perhaps a stroke of good luck with an investment or even lottery winnings. You have...

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How to Choose the Right Investment Advisor
Mar 31, 2016 by WEALTH MANAGEMENT STRATEGIES

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals. And, while an increasing number of investors consider themselves to be at least somewhat self-directed in their investment decisions, the ever expanding world of investments and the increasing complexity of the financial markets require much more than a part-time approach to planning.  With so much at stake,...

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Investment Planning for an Uncertain World
Mar 31, 2016 by WEALTH MANAGEMENT STRATEGIES

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world. Whether it’s strife in the Middle East, tensions with Russia, or the ever-shifting balance of power between global powers, this much seems obvious: we live in a time of both unprecedented global complexity and the technological capability to watch events unfold in real time. 

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