In almost every conversation I have with a prospective client, at some point, the subject of investment fees comes up. More often than not, an individual’s view of what they are paying in investment fees is far removed from reality. The problem usually stems from the fact that many of the fees a typical investor… Read More
When Money Doesn’t Matter
Certain times in our lives, we are reminded that money and possessions really don’t matter all that much. For me, one of those times was Halloween last year, as my wife and I sat in the doctor’s office waiting to see our baby on the ultrasound monitor. What happened next would completely change our lives… Read More
Quarterly Market Review – Third Quarter 2014
From ISIS to Ebola, the most recent quarter was filled with plenty of tumultuous political and economic events. To see how the global capital markets and major asset classes fared in the third quarter of 2014, check out our quarterly market review (below), compiled with some assistance from our friends at Dimensional Fund Advisors. You… Read More
How Much Should I Give to Charity? (Quote)
One of the most frequent questions I get from prospective and current clients is, “How much money should I give to charity?” This isn’t an easy question to answer, particularly for Christians, who are encouraged to be regular and sacrificial in their giving throughout the Old and New Testaments of the Bible. Many churches today,… Read More
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