Category Archives: Investment Management

Mutual Fund Classes – What Are They and Why Should I Care?

Do you ever look at your investment statements and have no idea what they mean? Investments should not be overcomplicated.  You use your money to invest in a company or a project or a business.  If it does well, you make money.  If it does badly, you lose money.  That is the Cliffs Notes version…
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The Value of an Advisor

Should I be paying someone to manage my money? I know you’re expecting me to say yes.  After all, I am a financial advisor, and I make a living managing other people’s money.  So logically, I should say yes.  But the correct answer is… maybe (any maybe not).  Some people desperately need an advisor.  Some,…
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