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Pay Attention

We believe what you give your attention to makes all the difference. This blog is about the art of seeing the things that matter most, that are often commonly overlooked.

Thoughts on joining Note,

Thoughts on joining Note,

Colten KitchkoJuly 27, 2021

My name is Colten Kitcho. I grew up in Sanborn, New York, a little farm town not far from Niagara Falls. I graduated from Niagara Wheatfield High School and Canisius…

What’s your financial advisor paying attention to?

What’s your financial advisor paying attention to?

Tom WaringFebruary 12, 2021

I often hear financial professionals talk about the wealth they manage. They usually talk about how the market has impacted financial capital. Or about what the next exciting stock is…

Does Asset Allocation Make Sense for You?

Does Asset Allocation Make Sense for You?

Tom WaringJanuary 22, 2021

At Note, we frequently encounter business owners who tell us they get approached by “wealth” managers preaching asset allocation. These managers possess little information about them, their businesses, their objectives,…

Who’s Got Your Back?

Who’s Got Your Back?

Tom WaringJanuary 6, 2021

Have you ever explored the full meaning when someone says, “I’ve got your back?”  Is it that they’re committed to watching out for you and taking care of things that…

AUM vs. LUM

AUM vs. LUM

Tom WaringDecember 14, 2020

“What’s your AUM, Tom?” During financial industry conferences and meetings, this seemingly innocent question surfaces almost without fail. AUM = “assets under management.” To me, that question is a veiled…

Are You Really “All Set”?

Are You Really “All Set”?

Tom WaringNovember 30, 2020

    “We’re all set”      This simple three-word phrase is one I’ve heard throughout my career, in instances that often stick in my mind. One of those relates to a couple I…