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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...

 

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...

 

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...

 

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...

 

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...

 

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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...

 

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...