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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, March 16, 2020

In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third...

 

Saturday, February 15, 2020

The term “Fiduciary” has received a lot of attention lately. Certified Financial Planners (CFPs) act as fiduciaries, Registered Investment Advisors (RIAs) such as The Wealth Consulting Group work under the fiduciary...

 

Wednesday, January 15, 2020

Recent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve...

 

Thursday, December 5, 2019

What Makes a Team? If it takes a village to raise a child, it may take a team to help you pursue financial freedom. As a child, my parents built a team including aunts, uncles, cousins, and neighborhood families to help guide my...

 

Friday, October 19, 2018

Spending time with relatives always reminds me of growing up in a family business. A trip to Virginia this year for my brother’s 50 th birthday brought our family together along with memories of the family business, an Italian...