Archive for November, 2008

Dancing in the Rain

By Linda Leitz - Last updated: Friday, November 28, 2008

About the time that clients were receiving their monthly statements on their investment accounts, my business partner and I noticed an influx of calls and e-mails.  The general question being asked was “Am I okay?”  We work to position our clients in all aspects of their financial lives to make it through difficult financial times.  […]

Putting Your Money Where Your Mouth Is

By Linda Leitz - Last updated: Thursday, November 13, 2008

People who have a passion manifest it in how they live their lives.  This manifestation often comes in the form of deeds rather than words.   An example is Scott Staub.  I don’t really know Scott – just sat next to him on a plane.  But we chatted during our flight and got to talking […]