Practice Management

Spending my career in the financial services business has afforded many great opportunities, frankly I believe it is one of the greatest careers one could choose. However, over the years I have seen it done well and sometimes not so well! Being allowed to write for...

A Few Bright Spots

Weekly Update – October 8, 2012       Markets started the week off slowly, but quickly picked up steam after several upbeat economic reports were released. Despite the headwinds blowing across global economies, a handful of important domestic indicators...

Obamacare & 2Q Recap

  Special Edition Update – July 3, 2012 While the first quarter of 2012 beat expectations, the second quarter poured cold water on investors’ hopes for a strong encore. Much like the last two years, the economy got off to a solid start only to falter in the...

Mixed Signals

Weekly Update – June 25, 2012 Markets had a lackluster week as investors shrugged off two pieces of relatively positive news: that Greeks voted a pro-bailout party into office, and that the Fed took additional action to stimulate the economy. Despite a couple of...