Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie  review, restaurant recommendation or a delicious recipe. So keep checking in. We’re glad to have you reading along!

Monday, September 10, 2018

As I sat watching the Arizona Wildcats Football team meltdown in Houston this weekend my first reaction (after I was able to uncurl from the fetal position) was anger. What the heck were these guys doing to me? Didn't they know they...

Sunday, July 15, 2018

Many of you are aware my first career (many years ago) was cooking. Sometimes I'm asked what food and investing have in common. It turns out, a lot! One thing we routinely discuss in the investment business is Asset Allocation. Simply...