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...
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....
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...
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...
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...
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...