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...
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...
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...
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...
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...
Happy Labor Day

Happy Labor Day

Labor Day is coming up! Normally, we’re used to celebrating it with parades, barbecues, and sometimes, fireworks. Unfortunately, for this Labor Day, we will have to go without the traditional celebrations. But I think I can speak for everyone when I say we...