17 September, 2019

ETFs vs Mutual Funds

The topic of fees is often a hard one for investors to wrap their heads around. Specifically, how much do you pay for the advice or services that you receive? In the financial services industry, it is easy for investors to ignore how their financial advisor...

17 September, 2019

Core and Explore

When you think of investing in the stock market, does the word “casino” come to mind? There are many people out there who do equate putting money into the stock market with gambling and that is usually because either they have had a bad experience with...

17 September, 2019


Bob and Jane came into my office last week to get a second opinion and lay down the basis for a financial plan. We had never met before but they came well prepared with their wills and powers of attorney, their last tax returns and notices of assessment...