build wealth

Should my Investment Strategy Change as my Wealth Grows?

My journey in the financial advice industry began primarily working with retirees and near-retirees. The experience of working with older generations provided me with a unique perspective when it comes to the advice I give younger generations, whom I primarily work with now. One thing I’ve learned is wealth can be built in many different[…]

asset allocation

5 Things Every Investor Should Know About Their Portfolio

When I first started to invest on my own at 19 through a Scottrade account, I admittedly had no idea what I was doing. I would scour through articles on the internet looking for information on the latest and greatest technology in hopes of finding a hidden gem of a company to buy stock in. I[…]

warren buffett annual letter

Warren Buffett Annual Letter: What it Teaches Us About Personal Finance and Investing

Every year, dating back to 1977, Warren Buffett has written Berkshire Hathaway’s annual shareholder letter. Warren Buffets annual letter, has attracted more than just Berkshire shareholders over the years. Its essentially become gospel for investors, businessmen, and women and anyone interesting in understanding the thought process of a genius businessman and investor. Our investment philosophy can be[…]