Do you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such a short period of time. Think of how many companies […]
2007 was a landmark year as the 9th of October marked the peak of the stock market (Dow Jones). Crunchy leaves weren’t the only thing beginning to fall in October, though. This time also marked the beginning of a significant decline. Backtrack a few years to 2001. Following 9/11, the U.S. stock market experienced a […]
Axxcess Wealth Client App With the Axxcess Wealth Client App, you can review your portfolio’s performance in great detail and always know where you stand. Track your progress and review your holdings like never before. Download The App Today! Don’t miss out on this cutting-edge technology for the wealth management world. No need to find […]
Self-driving cars, personal gene mapping, smart robots; these are all things of the future, things that our parents couldn’t even imagine when they were children. But now they are becoming a reality. Today’s visionaries are bringing the future into the present. Luckily for you, you don’t have to be a scientist or inventor to be […]
There is a revolution happening that will help you and others live longer, better lives. Your medical care will be more personalized, your medication more potent and precise, and we will finally be able to conquer world hunger. This is not a political or social revolution, but a scientific one. The genomic revolution has begun […]
As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am always focused on ways to adapt and innovate for my clients. Former […]
Though it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for the better. Wouldn’t it have been awesome to have been an investor who got into electricity before everything boomed? It’s too […]
For most people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values and wealth management goals into your portfolio and financial strategies and stay on track for the long-term. With more than 12 years of experience […]
I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started when I graduated from college. While I didn’t know exactly where my finance degree […]