There is no “I” in Team

I am a huge proponent of the team concept.  Rarely are individual efforts greater than those of the team that surrounds them. This is true in many aspects of our daily lives. I find that when my wife Katherine and I work as a team, the outcome is co...

Stages of Wealth

For most investors, saving and investing leads to one pivotal life event: retirement. Whether you plan to retire in 10, 20, or 30 years, developing a personalized road map in addition to understanding the possible outcomes of your investment decision...