why choose me
Focus on your priorities.
I take pride in being the trusted steward of your wealth so you can focus on more important matters.
how I operate
Different clients. Different needs.
I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.
I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.
- April 2018Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.
- November 2017Another Pet Peeve: Correlation v Active Opportunity
This article dispels any notion of a relationship between correlations and opportunities for active managers to perform despite the many comments that assume such a relationship exists.
- October 2017Income Generation 101 for Retirees
Introduction The stakes are high when it comes to wealth and retirement. Unfortunately, salesmanship and conflicts of interest are rampant in the financial services industry. In most cases, the investment advice you receive will be a direct result of the type of financial professional you speak with (i.e., biased). The reason I am writing this post is to help retirees Continue Reading