When Brian started working with a promising young actor, he was very hopeful. Brian, an advisor friend of mine, learned from this actor (who shall remain unnamed) that he had just signed his first maj…

George Washington was an amateur. His military background was weak, his leadership experience minimal, his tactical training nonexistent. He had no business leading an army. At least that’s what he…

In the relationships you have with financial professionals, are you a customer or a client? Understanding the answer to this is incredibly important in understanding the type and scope of the advice …

What do you do when you hear economic stories in the news? Oil Prices! China’s economy! Stock market fluctuations! Jobs reports! What should you do after hearing about these? A natural reaction Re…

If you spend any time reading or listening to Warren Buffett talk, you’re sure to hear about one of his favorite books, The Intelligent Investor by Benjamin Graham. Originally published in 1949, Buf…