Recently, I took a friend up in my plane for a short lunch trip. As we were cruising along, he…
Tag investing
If you have investments of any kind you know there are costs associated with owning those investments. In addition, if…
If your household is anything like mine, couples often divvy up jobs and responsibilities to make sure everything gets done,…
Spring is finally here! Time to throw open the windows, and let some sun and fresh air back into your…
In my last few blogs and podcasts, I’ve discussed how a good financial advisor, operating to the fiduciary standard, can…
We recently hosted our 19th annual Keen Wealth Advisors Holiday Breakfast and I am so humbled by the turnout and…