Broker Check




Thursday, August 15, 2019

According to Wikipedia, the prisoner’s dilemma is a paradox in decision analysis in which two individuals acting in their own self-interests do not produce the optimal outcome. It is one of the most well-known concepts in modern...


Monday, July 8, 2019

Winning the Tour de France is the consummate team sport. Every July, thousands of people travel to France to cheer on their favorite cyclist or team to victory. Before you think, "Doesn’t only one cyclist win the race?”,...


Tuesday, May 21, 2019

Approximately 700,000 women lose their husbands each year. Of all married women, 75% will be widowed at least once in their lives. Despite common beliefs that becoming a widow is the sentence of older women, the average age of a woman...


Monday, April 29, 2019

The recession is coming! The recession is coming! It's a certainty, right? It must be, because all of the financial news networks are talking about it non-stop every day. This month's popular topic is the inversion of the yield curve....


Thursday, August 23, 2018

Retirement has taken a different meaning for many people of traditional retirement age. Motivated by the idea of spending more time with family and maintaining their career at a part time level allows them to have the best of both...


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Tuesday, April 3, 2018

Consider the case of Jack and Nina. Together they worked side by side to build a company that supported their family for years. Through much effort and sacrifice, their company, a beacon of the community, became attractive to larger...


Monday, November 27, 2017

You’re enjoying retirement after a long successful career. You don’t want surprises, so you need a team of professionals to take care of your financial health- a family office. Consider the case of Steve, a recently retired...


Monday, August 28, 2017

Many affluent parents worry that their wealth will create children of entitlement. The children of sudden wealth especially can experience a significant change in their living environment at very impressionable ages. Consider the case...


Monday, August 15, 2016

Your required return is based on data and analysis of your financial plan. It is the return needed, taking into account your time horizon, asset base, liquidity needs, savings behavior, tax sensitivity and risk tolerance amo


Friday, June 3, 2016

In the death of a spouse, it is not uncommon for financial management to be a new burden that may have been previously handled by the spouse who passed away. Add to the loss of a spouse, the responsibility for any insurance payouts or other


Thursday, April 21, 2016

Quartz Financial specializes in sudden wealth because they care about the people who have the unique experience of suddenly being responsible for considerably more money than ever before. They know that it takes a different set of


Wednesday, March 16, 2016

The sale of a business is often the end of a major accomplishment, and the start of a new challenge. In exchange for financial security, some former business owners experience a loss of identity. The emotional challenges in these types of s