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.
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...
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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...
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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...
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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...
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