Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

Stock Broker or Retirement Planner?
AllFinancial PlanningInvestmentsRetirement Planning

Stock Broker or Retirement Planner?

Time and time again I hear from retirees who are stressed about how to get[...]

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Managing Cash Flow
AllFinancial PlanningInvestments

Managing Cash Flow

We live in a world where there are more and more external things that keep[...]

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Seven Reasons You Need More Than a Robo-Advisor
AllFinancial Planning

Seven Reasons You Need More Than a Robo-Advisor

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use[...]

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Incompetence and Uncertainty: 4 Things To Do Now
AllFinancial PlanningInvestments

Incompetence and Uncertainty: 4 Things To Do Now

The more they get involved, the more things seem to go wrong. Our government and[...]

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Generational Planning
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Generational Planning

When it comes to leaving a legacy, what I have found is that the majority[...]

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Big Brother, Taxes and Crashes
AllFinancial Planning

Big Brother, Taxes and Crashes

Do you ever get the sense that something just isn’t right with the markets and[...]

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