Insights
Insights

Firm Blog
Our blog contains information that we believe will explain financial planning in a simple and informative way.

The Anatomy of Investor Returns
Find out why our worst enemy to reaching our financial goals is ourselves.

Retirement
We help you answer two questions regarding retirement: Do you know exactly how much money it is going to take for you to retire comfortably? And to remain comfortably retired?

Estate
A component of financial planning is effective estate management. Having an estate strategy enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

The Book: Unpack Your Financial Baggage
Financial baggage comes in many forms and influences. In this book, readers will learn how to unpack their financial baggage after reading Lou’s Anatomy of Investor Returns Theory, the basics of financial planning, and why money is not defined as units of currency but by purchasing power.

The Podcast: Unpack Your Financial Baggage
DBusiness editor RJ King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.