Blog

What’s on our mind? You can read about it in our blog. Whether it’s financial ideas or ideas we think can help, you can read about it here. And once in a while, we may throw in a book review, a health tip or some other surprise. So keep checking in. We are grateful to have you reading along.

Friday, March 20, 2020

“In the business world, the rearview mirror is always clearer than the windshield.” --Warren BuffettOur everyday lives have changed dramatically over the last few weeks as everyone works together to minimize the impact of...

Tuesday, March 3, 2020

“The stock market takes an escalator up, and an elevator down.” Classic Wall Street Saying The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off,...

Tuesday, February 25, 2020

Cheers to all of my Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER® colleagues. We celebrate National Fiduciary Day today and every day by putting our client’s interests ahead of our own. What is a...

Friday, June 8, 2018

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new 50! Longer, healthier living, however, can put greater stress on the...