Father’s Day Financial Advice

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Get Financially Fit for Summer

With summer approaching, many people are motivated to get in-shape for the season. However, the next few months are also a great time to tone up your budget and financial plans. It’s important to get in the mindset that you’re doing this for a healthier you, both from a financial and physical standpoint. Just as you would avoid a “crash diet” or temporary fix,[...] Continue reading

Employee Spotlight: Jan Ivanoff

For this month’s Employee Spotlight series, we checked in with Jan Ivanoff, a client relationship specialist who joined the team almost a year ago. Coming from an extensive background in the insurance industry, we talked with Jan about her transition into the wealth management space, her day-to-day responsibilities and some fun facts about herself and her family. You[...] Continue reading

Critical questions for plan sponsors: Do you understand all the fees that you are paying?

As a plan sponsor, it’s your fiduciary duty to understand the fees associated with your plan and if they are reasonable. This is one of the largest areas where breach of fiduciary duty lawsuits originate. There’s several levels of fees. An understanding of how service providers, record keepers and/or custodians are compensated in the form of fees is crucial. As a[...] Continue reading

The Peter Principle

Peter Lynch, legendary manager of the Fidelity Magellan Fund and one of the greatest investors of all time, once said that you should “never invest in any idea you cannot illustrate with a crayon.” With this simple concept in mind, we present brief sketches of each of the 20 largest positions in our individual securities portfolios: Verizon Communications Inc. (VZ)[...] Continue reading