I cut my teeth in the financial services business selling long-term care insurance. As another veteran in the business said, “I had but one arrow in my quiver, and it wasn’t sufficient to take good care of my clients.”  “Know what you own and know why you own it.”  – Peter Lynch  The reputable company for which I worked is …

I am an investment advisor representative and a fiduciary. On a near daily basis, I talk to people about money. I am always fascinated to learn why clients do what they do, save what they save, invest where they invest and think what they think about money. I have been fascinated to discover that high net worth clients and those …