Investing Two Numbers You Need to Know Posted on May 30, 2017 By Matt How much is your electric bill? What about media (cable, Netflix, etc)? Or your phone bill? You probably have at least a general idea, and if you had to know the exact number, you could find it relatively easily. The two numbers you need to know in investing are how… Read more
Due Diligence Posted on May 22, 2017 By Matt When it comes to money manager due diligence, some flags are redder than others. Investment process and expense ratios are important, but making sure your money manager didn’t just settle with the federal regulators for $5 million and get barred from trading by the futures industry FOR LIFE is probably… Read more
News Two Years Posted on May 12, 2017May 9, 2017 By Matt I set up this website two years ago with no particular goal in mind. I just wanted to see how difficult it was to buy a domain and start a blog. It turns out that the set up was the easy part. The writing is harder. For the first year,… Read more
News News As Drama Posted on May 11, 2017 By Matt Children have trouble focusing their attention. To get my son to turn all his attention to his homework (since when do first graders have homework, anyway?), we often need to mute or turn off the TV. Handheld screens are completely off the table for him unless we are on a… Read more
We Are Hiring Posted on May 9, 2017 By Matt We are hiring a Wealth Management Associate for our Cleveland office. That is a pretty broad title, but what we’re looking for is someone with an accounting or finance undergrad and has or is pursuing a CPA or CFP license. The position will support our lead advisors in providing wealth… Read more