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!
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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