The Election is Over. Now What for the Markets?
Election jitters are over. Now it’s time to assess what it means for the market.
The Election is Over. Now What for the Markets? Read More »
Investment
Bonds Still Work; Just Not for Everything.
Interest rates are now at 3-year highs. What does that mean for you?
Bonds Still Work; Just Not for Everything. Read More »
An Advisor in Your Pocket
We’ve all heard the expression, “I’ve got someone in my pocket.” It usually means you have a trusted person you can call when you need an answer, a second opinion, or simply someone who knows your situation well enough to point you in the right direction. I believe that’s exactly what a good financial advisor
An Advisor in Your Pocket Read More »
Balance in Life
As an advisor for almost 20 years, I’ve heard a lot of excuses and justifications for why someone is behind on their savings – whether that be their retirement account or just plain old cash reserves. But when I dig deeper and get to the core reason for why someone can’t, won’t, or hasn’t taken