I met with a lovely couple for the first time recently who asked me to review their current financial situation and importantly, what it would look like upon
Read More
When a new prospective client calls our office, one of the questions they sometimes ask is “What are your fees?” before they tell us what kind of service they
Read More
When people think of estate planning, they often think of wills and trusts. When people think of legacy planning, they often think of the value of the assets
Read More
Thanksgiving is an awesome holiday, with focus on food, family and gratitude. Here are 7 great quotes to ponder.
Read More
We have practiced active management of investment portfolios for over 20 years. The opposite of active is passive management of investments, or “set it and
Read More
2024 is a year of heightened political anxiety and for some investors, worry about what the future holds. It’s good to remember that we’ve made it through
Read More
It’s interesting how our industry has evolved over the years. Before I was born, investors turned to stockbrokers for help with buying and selling individual
Read More
Inflation, changing interest rates, an unprecedented change in a presidential candidate, TWO political assassination attempts (on the same person!), natural
Read More
I have many clients who have charitable hearts and follow their values with giving of their time, talent and treasure. As an advisor, it gives me tremendous
Read More
Many of us enjoy social media. It’s fun to connect with people we don’t regularly see, keep up to date on each other’s lives, and share entertaining posts with
Read More
Wealth is always in formation, whether one chooses to actively manage their formation or let their money, investments and lifetime net worth play out as they
Read More
Wealth is always InFormation, whether one chooses to actively manage their formation or let finances and taxes play out as they may without the proper
Read More
