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Value of advice

This is my first blog and I am so excited to start blogging. I have been a financial security advisor for seven years now and I am always learning. We are in an industry where there is a lot of information available, constant change and a language that can be...

Choose your options wisely

Daily, I’m asked why should I invest in mutual funds over choosing individual stocks? Investors may think that the transactional costs associated with managing individual stocks are more effective than paying the fee of a professional money manager. They may also...

Contingency planning for business owner

Are you a business owner?  Would you say your business and ability to generate an income is your biggest asset? Do you have a contingency plan in place? If not, you ought to consider having one in place. A contingency plan could be a very important element of a...