Are You Like Jeff Bezos?

Recently, Jeff Bezos, founder of Amazon, announced that he will be stepping down as CEO of retail giant Amazon after 27 years to focus on other passions.  Maybe the events and uncertainty of the past year has you thinking about Mr. Bezos and thinking its time for a change? If so, you are not alone. …

Preparing for the Next Bear Market

One of the more difficult lessons we learn as financial advisors is that our clients tend to forget the level of anxiety, and in some cases, absolute terror, that accompany bear markets. This bout of forgetfulness typically accompanies bull markets, or in the recent case, very long bull markets.  Those advisors who guided clients through…