Last week we learned about how robo advisors work and help us achieve our investment barbell strategy.  Today, we will dig into some of...

Last week we met Bob – Bob is a lot like you.  Bob wants to do well with his finances – but needs some help to get on the right track. ...

Today, we continue our deep dive into the Investment Barbell Strategy (IBS) —a proven framework designed to balance risk and reward while...

An introduction to the Investment Barbell Strategy and managing your financial life. We are focusing on maximizing wealth for those who...