Welcome to my blog! As a former journalism major, I figured it was time to dust off my old writing skills! Keep checking back as I post my musings on the markets, the industry, what's going on over here and other fun stuff!
Wednesday, October 13, 2021
LEARN ABOUT THE DIFFERENCE BETWEEN WILLS AND TRUST You may not know the difference between a will and a trust. As you're estate planning, you should know your options and the proper tools to achieve your asset distribution goals....
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Tuesday, April 13, 2021
Please see the latest resource from Cetera Investment Management: SOCIAL DISTANCING RECOVERY DASHBOARD This Social Distancing Recovery Dashboard directionally highlights key high frequency data points relative to March 7, 2020 (one...
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Thursday, February 18, 2021
You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow...
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Friday, October 2, 2020
As we enter what promises to be a bitter presidential election season, I find many people asking me about the impact on their stock portfolios. Here is a wonderful interactive exhibit from Dimensional Fund Advisors that allows you to...
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Tuesday, April 14, 2020
Click the link below for a handy checklist of items for consideration during turbulent times in the market. What Issues Should I Consider During A Recession Or Market Correction?
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Wednesday, March 4, 2020
Bob Farrell was a long-time Wall Street strategist and technical analyst. He wrote down his 10 rules for investing after retiring from a nearly 45 year career. These rules are still widely passed around and certainly deserve a place...
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Monday, February 3, 2020
I am delighted to begin the first of many guest posts on my blog. The maiden voyage begins with the first in a series of posts for first-time home buyers. This article is being brought to you by my friend and colleague Alistair E. Clay...
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Wednesday, January 22, 2020
When investing, there are some things we can reasonably control. Those include our behavior as investors, the costs we pay, what/where/how we invest, etc. One item that I often see get overlooked when analyzing portfolios people have...
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Monday, December 16, 2019
I get asked the question all the time about what it is I do for a living and, as a follow up to that, why would someone need an adviser. Quite simply, I work with people to make sure that in retirement, as I believe all financial...
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