May 2015

I have been fascinated by the Golden State Warriors and their meteoric rise to the top of the basketball world in one season. Without making major changes they have secured the best record in basketball, led the league in both offense and defense, and set many franchise “bests” in a whole range of categories (Wins, consecutive wins, point differential, three point shooting, etc…..). The way they play has brought me back to enjoying NBA basketball for the first time in years.

For years, I have been hearing folks refer to “my Financial Advisor”. When I ask them what that person does for them, they usually say something to the effect: “they take care of my investments”. I will then ask if they provide any other services and the usual answer is no. I would not call these folks financial advisors, but Investment Advisors or Wealth Managers.