We have known Rick for over 25 years. His wide breadth of knowledge and experience, combined with a high degree of integrity has equipped him to deliver exceptional customer service. We value our ongoing relationship with Rick as he continues to guide us through the volatile times facing the financial sector.
We required advice and feedback with respect to our growing business and were fortunate enough to meet Rick and Jason while attending one of their seminars. In subsequent meetings, they were extremely thoughtful and aware of our specific situation. We were very impressed with not only the amount of time they spent preparing, but also presenting, in a professional manner an appropriate strategy for us. They assisted in not only strategizing goals but provided a keen, practical awareness of methods to achieve those goals. We strongly recommend reliance on their expertise and advice. It was an exercise to which we did not initially look forward to, however, Rick and Jason made it a pleasant, enlightening experience and we look forward to working closely with them in the future. We highly recommend reliance on their advice.
Articles written by Rick
Ant or grasshopper? To help you decide which you might better relate to, here are some observable patterns that have led to my thesis.
Studies show that an enduring failure for investors is to reap the full benefits offered by the most common of market indices.
For some reason, I was particularly puzzled that morning. Perhaps it was one too many late-night hockey games, or maybe the early morning darkness had me disoriented, but I was struggling with a decision that I make about 300 mornings each year.