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Exciting Times for Boring Stuff
Exciting Times for Boring Stuff Talk about an oxymoronic headline! Why is it that cash, bonds, treasury bills, and CD’s …
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10 Year-end Planning Ideas
With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack …
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Inclement Weather and Finance
Dark clouds, brutal gusts of wind, white caps, flash floods, and pelting rain…it’s all in a day on the lake …
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Percentage vs. Dollars vs. Points…How do you measure up?
Is there something that frustrates you to no end every time you hear it? There is for me. I get …
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Exciting Times for Boring Stuff Talk about an oxymoronic headline! Why is it that cash, bonds, treasury bills, and CD’s are getting more attention today than they’ve garnered over the…
10 Year-end Planning Ideas
October 28, 2022
With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack of inflation eroding your purchasing power, I thought it would…
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Teen Financial Literacy II
Saving & Investing
November 2019
La Canada Library
Teen Fin Lit 1
Identity Theft 2019
2019 CVHS Career Day 01
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Crescenta Valley High School
April 2019
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Managing Your Wealth
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