Mini-Series Part 4 of 10: Not Seeking Competent Advice
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
Mini-Series Part 1 of 10: Procrastination
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving
Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
Spring Newsletter 2022
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
Summer Newsletter 2021
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
Uncertainty – The Market Hates It
The title of this blog could certainly be the catchphrase of this year 2020. For certain, there has been an awful lot of uncertainty. I’m
Concerned About the Economy? Do This.
The stock market has been a little crazy lately (I know – shocker, right?). When we see headlines about market declines or look at a
To Sell or Not to Sell
“Should I sell my investments since the market has been so strong lately?” I’ve been getting this question quite a bit in the last few