Costco and the annuity problem

Costco and the annuity problem

Spend less money with commitment devices Mitchell Barr, Client Associate I have a love/hate relationship with Costco. On the one hand, I love it because I can buy 500 garbage bags at a discounted price and not have to worry about garbage bags for two years. If...
COLLEGE PLANNING: WHY START NOW

COLLEGE PLANNING: WHY START NOW

[vc_row][vc_column][vc_column_text responsive_align=”left”]This article is authored by a premiere college advisor who specializes in helping young men and women figure out what “makes them tick” and using that to create educational pathways that win with...
Betting on the home team: how much to invest in employer stock

Betting on the home team: how much to invest in employer stock

Is your employer’s stock your best option? Mitchell Barr, Client Associate Anyone who knows me knows I’m a die-hard Chicago Cubs fan. Needless to say, 2016 was a pretty great year to be a Cubs fan and yes we will continue to brag about it until a new champion is...
Seizing opportunties

Seizing opportunties

[vc_row][vc_column][vc_cta h2=””]Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and...
How fake news preys on your lazy brain

How fake news preys on your lazy brain

When words become wisdom Mitchell Barr, Client Associate This year will see the largest stock market crash in history. Donald Trump and his campaign colluded with the Russians to influence the presidential election. A nuclear war with North Korea is on the horizon....