Thanksgiving is an awesome holiday, with focus on food, family and gratitude. Here are 7 great quotes to ponder.
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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
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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
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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
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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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