By Ian Ardill In today’s world, sometimes it is possible to believe that everything is broken and there is no hope. I don’t think this is an accurate belief. Instead, yes: some things are broken. But there is hope that we can fix them, and about where our future can take us. I see fall […]
By Ian Ardill A new episode of my video show, Money Match! During the pandemic, only 16% of total US retail sales were done online. Today it is only 13%.* That’s just one key takeaway from my conversation with Chris Wood, Founding Partner of Revesco Properties Trust. Chris and his partners had a prior business […]
By Ian Ardill This summer I had the pleasure of interviewing John Courtliff, CEO and Portfolio Manager at ICM Asset Management, on my video show, Money Match. I really like that ICM gives our clients the opportunity to participate in institutional-grade development projects.* ICM is an alternative investment manager with more than $2-billion of […]
By Ian Ardill I could not be more pleased to tell you that Alejandra Zambrano, Financial Strategist, is officially our newest advisor! Ale (pronounced “Allie”) recently scored a 90% average across four insurance exams. She is currently working on her securities license, which she will receive in the new year. With that license in place, […]
By John Ardill Many retirees have a difficult time maintaining a purpose in life. I want to address that in this blogpost. A recent Netflix documentary caught my attention. It is called “Live to 100: Secrets of the Blue Zones.” It is fascinating and well worth the watch. You may not wish to live to […]
