Inflation, changing interest rates, an unprecedented change in a presidential candidate, TWO political assassination attempts (on the same person!), natural
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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
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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
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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
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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
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A common conversation I am having with clients right now revolves around interest rates. Higher rates have been a sore spot for borrowers but have been a
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Our team is affiliated with LPL Financial, one of the largest and most respected financial firms that provides services to independent advisors, banks and
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I met up with a dear friend and colleague recently who had just retired. This gentleman had dedicated about 20 years of his life to his career at LPL Financial
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It was an honor of a lifetime to be invited to participate in the Closing Bell Ceremony on the trading floor of the New York Stock Exchange on July 1,2024.
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One of the services that we offer to our clients is a financial planning analysis of their tax returns. In my written reports I remind my clients that the Tax
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I met with a sweet lady several weeks ago, who had been widowed for some time. Her husband had a successful career and took care of managing the couple’s
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It’s that season again: the season when people worry more about their investments than they otherwise do, because it’s a presidential election year. It’s also
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