Latest Posts

Our Biggest Financial Challenges are often Self-Inflicted

by Andrew Carillo on Jun 4, 2018

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

by Andrew Carillo on May 14, 2018

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.