by blueuser | Oct 9, 2020 | blog
This is the 10th presidential election of my adult life and the 5th election during my career. A byproduct of studying history and being a Financial Advisor has led me to be a consumer of political news. I tell myself it is “for work” but I must enjoy it on some...
by blueuser | May 8, 2020 | blog
My aunt recently sent me some pictures from one of my visits to Ohio, where my family is from originally. For the first time in decades, I was in possession of some pictures of my grandfather and some of my extended family and it brought back a lot of fond...
by blueuser | Nov 27, 2019 | blog
It’s so easy to get distracted. There is always something vying for my attention. I know you feel the same, especially this time of year. If there is one refrain I hear, and I catch myself saying it too, it’s “We’re so busy.” And it’s true – we are. There is a demand...
by blueuser | May 6, 2019 | Riskalyze
Ever wonder what Risk means and how it applies to you? The Riskalyze tool in your eMoney client portal helps explain and quantify the amount of market risk you are taking as an investor. This allows us to tailor your portfolio to your actual risk tolerance and...
by blueuser | Jun 14, 2017 | best of, blog
We’ve all heard the phrase, “Change is constant,” and that couldn’t be truer especially when it comes to the financial services industry. The latest is the change to the fiduciary standard that is the result of the 2008 crisis. The updated fiduciary rule stipulates...
