Randy’s blog

Suitability Standard versus Best Interest – What They Mean For You

Our firm follows a fiduciary standard of putting our clients’ interests first. We believe this is simply the right thing to do and ultimately is


A Tale of Two Islands

Once there were two islands – each had ten couples living on them. For years each day the couples would wake and spend the morning


An Amazing Week with Alan Greenspan, Sir John Sawers, Cokie Roberts and more

Our team strongly believes in continuing education and meeting directly with world and thought leaders so that we can provide you with timely, unbiased and


Barstool Economics and the Income Tax Debate

We are often asked about “What’s going to happen tax wise and what does it mean?”   The issue of higher taxes for the wealthy is


Don’t Miss The Revolution

A revolution is underway as we see incredible advances in technology. This is leading to new innovations in everything from medicine to communications, from how


Interest Rates & The FED

There has been much discussion about when the FED will increase interest rates and by how much. While no increase has taken place the markets


Asking the right questions about the Market and a Correction

It is not a matter of if general equity markets will correct but when and by how much. The real question we need to ask


Market Correction

We are now experiencing the market correction that has been anticipated and that we have spoken about for the last few years. This dip is


Why Are We Investing?

For most of us investing is a means to an ends – not just a hobby or the ultimate goal. We are investing to achieve


Protecting Your Identity

Identity theft is the fastest growing crime in the U.S., with more than 13 million victims each year (source Consumer Reports) . Just being careful


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