Chasing Funds

"Past performance is not indicative of future outcomes" is a common phrase used in the fine print of mutual fund marketing materials.  It is an overlooked phrase investors should pay…

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1st Quarter 2017 Market Recap

We all lead busy lives. Watch our quarterly market recap to stay on top of your investments. While global equities look primed to provide superior growth, domestic markets may stumble…

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2016 Markets: A Video Review

2016 began with the largest decline to start a year in the history of the U.S. stock market followed by Brexit and a toxic election to sky rocket through the…

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Should You Invest the Way Bob Does?

The craft of being a wealth management advisor brings together a potpourri of skills necessary to succeed.  A wealth manager has to be analytical, yet posses the communication skills to…

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Why You Should Consider Alternative Investments

Why You Should Consider Alternative Investments written by Kevin McNab and published in ColoradoBiz Magazine explores the world of alternative investments for the average investor.  Although there are advantages, an investor…

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