Insights

I worked for almost a decade in the Hedge Fund industry. For a majority of my tenure, like most in the field, I was a believer in active management. Active management is the ability for a talented portfolio manager and a room full of analysts to del…

As a financial planner and investment advisor I am often asked “Is this a good investment?” Here are 5 questions you should ask yourself before you move forward with making any investment.

Last week, I founded Lake Road Advisors, a financial planning and investment advisory firm.  Since my launch, many people have asked me, “Why did you start your own business?” 

After working for 16 years in the financial services industry, I believe there is a better way to empower people to achieve their goals.