Worth Considering

“Worth Considering” is an email communication that we send to keep you informed.

Lessons of the Amateur Mountain Climber

Lessons of the Amateur Mountain Climber   I don’t know about you, but I (Jeff) am often taught life lessons in unexpected ways. Some lessons are

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An Unusually Calm Quarter

The first quarter of 2015 was relatively quiet but we still noticed several distinct emerging trends that we thought would be a good idea to address.

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Is Diversification Dead?

Our responsibility as wealth managers is to hold true to a specific set of principles. The most successful long term investors understand that the emo

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Winn Partners Financial Group – A Little Clarification

We are very grateful and encouraged by the feedback we’ve gotten so far on the formalization of the Winn Partners Financial Group.  We’ve noticed

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