January is usually a time for reflection and renewal.
2008 and the first few months of 2009 were very difficult times to be an investor.
Times of turmoil (worst market in 2008 since 1931) usually create opportunity for benefits (2009 had a great recovery). Let’s continue that theme.
Looking back, which clients “weathered the storm” the best?
Answer: Those [...]
Make 2010 a Great Year Financially!
January 20th, 2010What a year its been…!
November 24th, 2009As we are nearing the end of 2009, it’s great to reflect on it’s impact on our financial lives. We entered the year with great fear, perhaps the next “Depression” was upon us. After all, 2008 ended as the worst year for capital markets since 1931! (General markets were down about 50% from their peak.)
In [...]
The Freedom Process
May 11th, 2009There has been a lot of activity around our office lately. If you have not been by to see us in the last month, you may not know that we have expanded. (in more ways than one).
In order to provide more people with a better experience, we have moved our office to a bigger office [...]