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Advice and insights to help you achieve the goals that matter to you.

From Our
Blog & Podcast

We write & record frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Podcast

The Launch Episode

In this episode, Matt and Richard discuss why they created this podcast and how it is an answer to the noise and confusion that is

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Insights

Who do you trust?

As published in The Richmond News. We are born to trust. Without trust, we would never have learned to walk, talk, take care of ourselves

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Insights

Be a Truth Teller

On April 30, 2009, near the bottom of the massive global credit crisis, Chrysler LLC filed for Chapter 11 bankruptcy protection to renegotiate its debt

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Insights

The Power of Volunteering

A good friend of mine once told me that most people are not born volunteers. However, we are hard wired to help others when asked.

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Insights

Making Your Mark

The work is almost done. You’ve accumulated a nest egg that will assure the retirement lifestyle you planned for. The golf course beckons, as does that year-long world cruise.  You are happy –

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Insights

Shaken or Stirred?

This line has belonged to Sean Connery since first spoken in Ian Fleming’s 1962 production, “Dr. No.” Since that time, many of us have only

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Investments

Lemmings & Wall Street

The lemming gets a bad rap! Common error says that these arctic rodents mindlessly jump off cliffs to drown in the ocean below. We further

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