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Thanksgiving Letter

Thanksgiving Letter

Pop quiz: What do Thanksgiving and Mary Had a Little Lamb have in common? Answer: They were both created by the same person!   Okay, so maybe Sarah Josepha Hale – author of the beloved nursery rhyme – didn’t create Thanksgiving, but she can definitely take credit...

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Happy Veterans Day!

Happy Veterans Day!

As you know, Veterans Day is a chance to honor those who have served our country. Of course, we always hope that when soldiers return home from defending our country, they are rewarded for their heroism. Sometimes, it may be in the form of a ticker tape parade....

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Happy Independence Day!

Happy Independence Day!

Every Fourth of July, we all spend the day reflecting on how fortunate we are to live in this great nation. I’m so grateful to be an American! And while I certainly have thoughts about what makes our country “the land of the brave and the home of the free,” I thought...

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Father’s Day – 2021

Father’s Day – 2021

Mark Twain once said: “When I was a boy of fourteen, my father was so ignorant I could hardly stand to have the old man around. But when I got to be twenty-one, I was astonished at how much the old man had learned in seven years.” With Father’s Day coming up, I’ve...

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Prisoner of War

Prisoner of War

Name, rank, service number, and date of birth. That was the only information Donald Cook ever told his captors. Donald Gilbert Cook. Captain, U.S. Marines. August 9, 1934. Even when he was beaten, even when he was starving, even when he was sick, it was all he’d ever...

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Happy Mother’s Day

Happy Mother’s Day

I’ve been thinking about my mom lately as I run my business. You see, as a financial advisor, much of what I do involves solving problems. Sometimes it’s helping clients resolve a situation with their beneficiaries. Sometimes it’s helping people execute a rollover or...

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Trending Now 2021 S&P Hits 4000

Trending Now 2021 S&P Hits 4000

milestone (noun)1 a stone functioning as a milepost a significant event or stage in the life, progress, development, or the like of a person, nation, etc. The S&P 500 closed above 4,000 on Thursday, April 1, marking a major post-recession milestone.   Perhaps...

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The American Rescue Plan

The American Rescue Plan

Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. It was a massive, $2 trillion stimulus package designed to help boost the economy as it shuddered from the impact of COVID-19. The bill was generally considered...

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Room at the Inn

Room at the Inn

“And she brought forth her firstborn Son and wrapped Him in swaddling clothes and laid Him in a manger, because there was no room for them in the inn.” - Luke 2:7 Every Christmas, we celebrate this moment. Two thousand years later, it’s still remarkable to think...

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Election | Pre-Election 2020

Election | Pre-Election 2020

Making long-term decisions while dealing with short-term challenges. It’s the acid test of being a successful investor. It’s also a test every investor will be taking for the rest of 2020. On Monday, October 26, the stock market experienced its most dramatic slide in...

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