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Our investment philosophy

March 8, 2017March 1, 2017 ~ JFoxCPACFP ~ Leave a comment

Because negative memories are far more powerful than are positive ones, we want to “do something” when the market drops. But being proactive rather than reactive can help Continue reading →

What Does a REAL Financial Planner Do?

June 12, 2016February 15, 2017 ~ JFoxCPACFP ~ Leave a comment

Do you know the difference among the following: Financial Planner, Financial Advisor,  Continue reading →

How to Tell the Difference in Financial Advisors

Video ~ June 12, 2016July 1, 2016 ~ JFoxCPACFP ~ Leave a comment

Can you tell the difference between a “real” financial planner and  Continue reading →

The 3 advisor licenses that matter

April 25, 2016February 14, 2017 ~ JFoxCPACFP ~ Leave a comment

In the last 10 years or so, there has been an explosion of new financial designations. Continue reading →

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