Blog
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,
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?
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?
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?
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
“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”?
“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…