You've heard the old investment adage, "Don't put all your eggs in one basket." It's good advice. A diversified portfolio should be at the core of any well-planned investment strategy. While a worthy goal at any age, it's especially...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Escalating health care costs can undermine the best-laid retirement plans. One of the biggest risks lies in the cost of long-term care. Unfortunately, health care costs in general have been outpacing inflation, and this trend to may...Read More
This week's blog post is brought to you by guest blogger, Sara Bailey of www.thewidow.net Enjoy! 4 Essential Steps to Financial Planning for Parents Are you a soon-to-be parent? Or, maybe you already have a little (or not-so-little)...Read More
This has been a great couple weeks for our family as my oldest child has received his first two college acceptances and has 3 outstanding. He has already received one full tuition scholarship offer and expects to receive a similar...Read More
For those of you who visit my LinkedIn profile, Facebook page, follow me on Twitter or are frequently on my webpage (this is not nearly enough of you, by the way! :)), you may have noticed that I have gone through a bit of a re-brand....Read More
Today, I want to take a moment to honor a man that I consider my hero. I think that in this day and age, all too often, kids are growing up with athletes and entertainers as their heroes, rather than a stalwart person in their personal...Read More
In my last blog post, I introduced you to why I do what I do and how I ended up choosing a career in financial services, but today I want to talk about why I am the person that I am. Not as a financial advisor, although, it makes a big...Read More