by Brian Ursu | Oct 11, 2022
If I tell you that I have been a financial advisor in five different decades, it makes me seem older than I am; but the fact remains that I have been helping clients formulate their wealth plans and investment strategies since the 1980’s. Over that time, I have...
by Brian Ursu | Sep 11, 2022
According to Harris Poll published August of this year, the answer to the above question is 60% of Americans. Six out of ten American adults want to become a billionaire one day. Since I work with people and their money every day, and I am pretty good at math, I...
by Brian Ursu | May 26, 2022
I subscribe to the Wall Street Journal and have been a reader of the paper since my senior year in college, when I was given a discounted student subscription. I have never read it for insights into particular stock investments or investment ideas, but more for a...
by Brian Ursu | Apr 21, 2022
What were you doing in the late 1970’s? I was across the street from my office at the Traverse City Junior High School. I was tiny and cute. I was painfully shy and excelled at math. When not in school you would find me traipsing through the woods, building forts...
by Brian Ursu | Mar 23, 2022
I’ll tell you one thing I just rediscovered, and it really surprised me. Long ago, way before music was digital and streamable, I used to listen to albums; entire records… as they were intended by the artist. I listened to many of them so frequently that as one song...
by Brian Ursu | Feb 15, 2022
Do you have an outlet for creative expression? Remember when you were five years old, and you were an artist? What happened to you? My guess is that someone at some point told you to stay in your lane and that you were not an artist. I could be projecting my own...
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