Welcome to the redesigned website!  I have two goals for this site.  First, for clients to find relevant information about investing and easy access to their investment account portal, Investor 360.  Second, for potential clients to get a “flavor” of my philosophical view of investing and the type of advice I give clients about the markets.   

On my blog I’ll post from time to time on issues that I find important, or that I think will be relevant to a good financial plan.  Obviously this is my vantage point which I admit, is limited.  To overcome blind spots I rely on other experts and wise people to help fill in those areas that I can’t always identify.  My intention is to provide thought provoking ideas and information which will lead to action regarding your own investing plan. 

I’d like to hear from you about this blog.  Was the post helpful, boring, informative, or relevant in some way?  Please let me know.  I’d like this to be more of a telephone than a megaphone, so please communicate with me.  I enjoy the interaction!

I’ll close with a mention of the recent stock market volatility.  During crazy times it is important to take courage and remember that our investment goals will be realized over a longer period of time than 1 day, 1 month or 1 year.  Let’s not succumb to fear of what “could be.”  No one knows the future, and it’s rarely as devastating as we can conjure up.  As Mark Twain noted, “I have had a lot of worries in my life, most of which never happened.”