Blog Header

By: JD Gardner

25 JulWorthy of the Leaping Shoulder Bump…


We found out this morning that Beckham passed Level 1 of the CFA exam.  That’s worthy of a post to…

Read More

21 JulThis Tool Should Be Banned


Morningstar – most people have heard of the company.  They provide various tools and services for investors and advisors, many of…

Read More

17 JulThe Real Value of a Financial Advisor


Today’s post is our first guest blog post and we are excited about it.  Over the last 12 months we have…

Read More

12 JulETF Due Diligence…or Not?


Advisors are in the trenches trying to understand liquidity needs and blend risk tolerance with capacity for risk into a fortified plan of…

Read More

10 JulTrendfollow to Improve Outcomes


Bob Brinker had a great tweet the other day:  “The Problem with buy and hold is not the math, which proves…

Read More