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One Day Up, Next Day Down…Trying to Find a Direction
Today was a bad day in the market. The Dow Jones Industrial Average dropped 1,164 points, which is 3.6%. The …
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Inverted Yield Curve + Inflation = Stay the Course
Recently the yield curve inverted for the first time since August 2019 (which means that long-term interest rates have dropped …
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Keeping up March Madness…into April
I probably don’t need to restate the impact that current global events and economic policy changes are causing. I’m also …
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Take Action or Don’t; It’s Your Choice
On a personal level, I am a planner. On a professional level, I am a Certified Financial Planner. I prepare …
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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
Career Fair
Crescenta Valley High School
April 2019
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Corona Virus Scams
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Managing Your Wealth
Do you know where everything is and what everything is worth? You should.

Women and Wealth
Managing it all is just another day's work.

What is ESG?
Doing well while doing good.

Credit Score
Take care of your credit so it can take care of you.

Investment Strategy
Will your investments help you reach your financial goals?

Planning for College
Lesson 1 starts here.

Do I need a financial planner?
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Investments? For me?
An investment in knowledge pays the best interest. -Benjamin Franklin