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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...

 

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...

 

Sunday, May 31, 2020

Please Grow Up Color Blind. This is the hope I have for my two little girls. You know the colors of the rainbow, but the color of a classmates skin is not an issue. Your blindness to color is beautiful and I hope that your generation...