Health and Wealth: A Symbiotic Relationship - Increasing your 'health span' is key; managing your wealth properly can help make it more attainable
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 […]
Money Talks – Live Seminar - Whether you tend to avoid finances, spend impulsively, or feel stress every time you check your bank account, this workshop will help you better understand your relationship with money and how to make more thoughtful, values-based choices.
Tariffs Across the Board; What They Mean - Tariffs are nothing new to global trade. And they certainly aren’t new to the United States and its trading partners. Without attempting to explain tariffs in my own context, I am making available an easy to understand guide from Capital Group (also known as American Funds). Please take a look and let me know if […]
Markets Move into Correction Territory - A correction in the market is defined as a drop from peak to trough of 10% or more. Last Thursday, 3-13-2025, the S&P 500 and NASDAQ indexes both moved into correction territory. The Dow 30 index had not, but that’s not to say that it couldn’t or wont. While drops (or corrections) like this may […]
Are You Keeping Up With the Jones’s? - Are you keeping up with ‘the’ Jones’s? I know I’m not. Last week, I stayed in a hotel room (not disclosing name or location) which displayed its room ‘rack rate’ with an astounding $12,000 maximum daily charge. While I received a partial subsidy and paid nothing close to that eye-popping amount, I did see a […]
Complimentary Tax Return Review - While we understand that having a tax discussion probably isn’t #1 on your “to-do” list, we ask that you bear with us for just a moment. Along with mortgages, auto purchases/repairs, and food/entertainment, taxes are right up there as one of our largest expenses. And unfortunately, the Internal Revenue Code is notoriously one of the […]
Cognitive Biases; Are You Aware of Yours? - Right now, next Christmas is closer than the past one, the days are already getting shorter, and the year is already half over? How’s that for making you feel like the year is just whizzing by? I’m not trying to depress you; I’m trying to awaken those who need a little jump start to take […]
Help at the End of the Road - It seems that every other week or so, I hear someone talking about the challenges of caring for a family member or friend who is suffering from declining ability due to age. Declining ability could mean mental, physical, or both conditions being affected. As I recently obtained my credentials as a licensed professional fiduciary with […] Why Investing is Not Simple - Investing considerations should be based on measurable metrics, history, the economy, risk, and timeline. Feelings and emotions are not included in this criteria.