Everyone knows that famous Mike Tyson quote: Everyone has a plan until they get punched in the mouth. We all love it … until we are the ones getting punched in the face. Twitter made headlines this year when it slashed half of its workforce and Meta cut 13% of its staff in early December. In …
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About Me
After working in the financial services industry for ten years I realized the strain investors were under with fees and a lack of service. Many advisors focus just on investment alpha instead of a service alpha. I am here to change that.
~ Stephen Carrigg, CFP®
Recent Posts

Mind the Gap
Retirement is supposed to be the light at the end of the tunnel, but how do we get the goal posts to stop moving? With markets continuing to roller coaster, one of the big questions keeping people awake at night is, “Am I okay?” The unknown is frightening. For most of us, money is withdrawn …

Turtles, Daredevils and Double Dutch Fails
Why time in the market is better than market timing. Recession and down markets create two types of investors: Turtles and Daredevils. Turtles cover their head, hide in their shell, and wait for danger to clear. Turtles want to move their portfolio to cash and wait for the dust to …
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