News + Articles


NY Times Article – “Before the Advice, Check the Adviser”

This article appeared in the NY Times on Sunday, October 12th, “Before the Advice, Check the Adviser”. As you read the article you should know we receive over 95% of our compensation in fees and are held to the fiduciary standard by the SEC mentioned in this article. We maintain the proper licenses so that […]


October Mid Elections & Cash

We are currently experiencing some volatility in the stock market that has been unseen for the previous few months; however, it is not an unanticipated event. No one can explicitly say when a correction or a sell-off will occur but it is clearly not unanticipated that given the rise of the markets in ’13 and […]


Market and Team Podcast


Bull And Bear Markets Podcast


Summer 2014 Podcast


Podcast: Q1 Better Earnings, Russia, & Rates


Podcast: Conference Review


New Year Outlook – 2014


Brad has just earned his

CPWA® designation after exam and study at The University of Chicago Booth School with completion of the requirements set by the Investment Management Consultants Association(IMCA). Certified Private Wealth Advisor professionals work with clients using advanced wealth management strategies,principles,and applied concepts.Serving high-net worth clients with a distinct body of knowledge.


Podcast: Rates to Stay Low: Media, Markets, and the Fed