Basis Points

Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. Our blog serves as a way to give Basis Points back to investors.

Quilting Diversity

Quilting Diversity

Patchwork quilts may not be for everyone, but investment diversity certainly is. Read what the market asset (quilt) chart tells us about the importance of investment diversity.

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Compound Interest

Compound Interest

Compound interest has been called the “eighth wonder of the world.” This Valentine’s Day you have the opportunity to access an even greater compound interest.

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Turkey Trot Millionaire

Turkey Trot Millionaire

Running a Turkey Trot 5k with my five-year-old this year gave me reason to rethink the connection between physical and financial fitness. When it comes to financial fitness, are we focused on wealth-building alone, or do we also prioritize legacy-building?

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