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Private Client Newsletter
July 15, 2016 in Private Client Newsletter

Special Gold Issue

Gold is probably the most confusing and misunderstood investment since the beginning of time. Now that it is back in fashion, let’s see if it has legs. Most investors want to own gold for the wrong reason. Many believe it will act as a catastrophic event hedge. Let me nip that one in the bud.…

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July 8, 2016 in Private Client Newsletter

Have You Signed Up for Blueleaf?

Have you signed up for Blueleaf? If not, I recommend you do so! Blueleaf is a great new easy to use portal to help you keep track of all of your accounts, whether they are held with us or someplace else at another brokerage firm or bank. You will be able to view balances, performance,…

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