Summer Newsletter 2022
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright
Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In
It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?
Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch
This season's newsletter, the advisors tackle the most prevalent questions our clients have had in recent months. We hope you enjoy reading this in an
My maternal grandmother was a quiet, unassuming, angel of a person who had a wonderful lap to curl up on and listen to her read
My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put
Deb and I are about to become grandparents for the second time. Being the financial advisor that I am, when we got the happy call from