Why a Fiduciary Advisor Matters You’ve spent decades building towards financial freedom. If you’re basing critical financial decisions on the advice you’re receiving, it’s worth knowing why that advice...
Read MoreThree Ways a Retainer Fee Structure Works in Your Favor Fees. Arguably no other topic in wealth management has been amplified in the past decade more than fees. Surprisingly, the true impact of excessive fees is widely unknown....
Read MoreOne of my favorite investing philosophy clips in Hollywood is from “Meet the Parents.” It’s the famous scene where Owen Wilson tells Ben Stiller how much money he’s made in “wireless IPO’s.” Stiller’s character, clearly...
Read More“Comprehensive Financial Planning.” Almost every financial company offers this, but what does it mean? “Financial Planning” can mean sending you a basic risk survey. Maybe it means a 30 page...
Read MoreBefore deciding to work with oil and gas professionals, a couple of years ago, I was diagnosed with cancer, Non-Hodgkins Lymphoma. I wasn’t expecting it at all. My wife had just given birth to our third child two weeks prior....
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