Be Frugal . . . But Never Cheap!


Discount online brokerages and easy to use apps don’t replace the value presented by a trusted financial advisor – someone to look out for your needs.

What’s Your Standard?

American author and philosopher, Sam Keen, once said, “Deep summer is when laziness finds respectability.” I have always loved this quote, especially now that we are in the throes of another lovely summer here on the east coast. I particularly like spending more time with friends and family outdoors, at barbecues, the beach, and other […]