Our Blog

Explore Expert Articles

Navigating Success in Exit Planning, Real Estate, and More

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]

Financial Tales

A LOST TALE: "LIVING IN THE PRESENT"

When I was a little boy I had a baseball glove that I loved. It was my favorite and my only. I would summarily dismiss the notion of […]

Financial Tales

A TALE OF RECOVERY: "THE MATHEMATICS OF RECOVERY"

My daughter tells me that I need to write a tale that speaks about percentages.  She says people don’t understand the way money grows and until they do, they […]

Financial Tales

A CYCLICAL TALE: "THE BIRD CYCLE"

Growing up on the outskirts of Baltimore I was destined to be a Baltimore Orioles baseball fan.  The bird was ever present.   Later when I attended Johns Hopkins […]

Financial Tales

A COMPOUNDING TALE: "HOW DOES COMPOUNDING INTEREST AFFECT MY ROI?"

If people were limited to understanding just one mathematical concept about money right at the top of the list would be the concept of compound interest. It’s essential […]

Financial Tales

A WEALTHY TALE: WHAT DOES IT MEAN TO BE WEALTHY?

For as long as I remember I’ve been fascinated with the concept of wealth.  I would consider individual wealth and collective wealth.  I would wonder about wealth across […]

Financial Tales

A SECRET TALE: "JUST THE FACTS"

This tale is a tale about financial or investment moderation.  Much of Greek philosophy centers on what they call the golden mean.  We see the first glimpses of this golden […]

Financial Tales

Secure Your Free 30-min
Consultation Today

Schedule Consultation
chevron-down