23 November 2011

Where did you get the name Eaglerock?

A friend asked me this recently.  

Uncategorized
16 November 2011

Your Financial Plan set to Music

Music and math have been closely connected since ancient times. It was the Greek philosopher Pythagoras who first expressed musical scales in terms of numerical fractions. Pythagoras is often credited with saying that math is everywhere and in all things. … Continue reading →

Financial Planning
7 November 2011

How do you keep THIS from happening in your Family?

Talking to your parents about money is one of the most difficult things you can do. But it’s one job you have to do well.

Financial Planning
31 October 2011

What is a Holistic Financial Advisor?

I knew I was throwing a curve ball when, years ago, I started calling myself a holistic financial advisor. You just don’t see the word holistic in financial services, and I knew some of my clients would look at me … Continue reading →

Financial Planning
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