Saturday, December 26, 2020
Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”The...
Read More
Thursday, December 17, 2020
This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...
Read More
Monday, December 14, 2020
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...
Read More
Friday, October 30, 2020
The world's events always affect the markets and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...
Read More
Sunday, August 9, 2020
Many experiences in my life I use as a parallel to financial planning and investing. My family is in the process of building a new house. We have an excellent contractor/builder who has guided us through most of the process and made it...
Read More
Wednesday, July 8, 2020
How to get the most value out of your advisor relationship Here are some practical tips to consider as you begin your new relationship with me as your financial advisor. Practical Questions to Ask: What services do you provide? What...
Read More
Thursday, June 25, 2020
I hope this finds you safe and healthy. These are unprecedented times for certain. I would like to take this moment to acknowledge the challenges we are facing, and to commend you for holding steady.A quick update on your team:Our...
Read More