• Professional Advisory

    Questions About Insurance You Were Too Afraid to Ask…

    September 13, 2013 by Professional Advisory

    In the recent months, I have started to keep track of questions that our clients have asked us. Some questions are about their existing portfolio and others are so concerned that they put off buying insurance for fear that the […]

  • Professional Advisory

    The Life Cycle of Your Insurance Portfolio

    April 15, 2013 by Professional Advisory

    In the old days, you would purchase your first life insurance policy soon after your first child is born. That policy would sit, collecting dust until it is found at claim time only to realize that, while significant at time […]

  • Professional Advisory

    The Black Swan and Insurance

    February 23, 2013 by Professional Advisory

    Recently, I finished what I consider to be, one of, if not the most influential book I have ever read. It is called The Black Swan and it is written by a brilliant individual by the name of Nassim Taleb, […]