Pay Attention to the Little Things

Dana Point is a beautiful place for a vacation, but I wasn’t there for the beach. It was just one of many due diligence trips I take as I research investment options for my clients.  You can learn a great deal about a company if you spend time face to face with the principals. On…

Beware of the 30-Second-Expert 

When someone learns that the person they just met is a doctor, it is not uncommon for them to roll up their sleeve and say, “Well hey doc, since you’re here can you take a quick look at this thing?” All doctors reading this know exactly what I’m talking about. As a financial advisor I…