Enjoying the Christmas Noise, Noise, Noise! Merry Christmas and a “Ho, Ho, Ho” to you. As the years have passed, my head has grown bald, my […]
Helping frontline workers in Florida Last month, I addressed the COVID-19 virus and how adversity can create opportunities with the stock market. When I was […]
Start your charitable giving journey At the outset of my marriage, my wife and I were approached by one of my friends who, at the […]
Watch out for fake charities Well… it’s the season of decorating… and party going… and spending time with family and friends. Of course, if you […]
QCDs: Charitable donations with a (positive) twist We’ve discussed the benefits of charitable contributions previously. Not only have many people benefited from a financial perspective, but from […]
Tips for a rewarding Spring Cleaning Checklist What is Spring Cleaning? Every year, humans around the world embrace a certain time of year to purge their homes […]
The benefits and gifts of giving “Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured […]
Why I was wrong about millennials As a financial advisor, retirement planning conversations are common. I recently attended a different type of retirement event, and it […]
Crossing milestones and investing with your heart in life | December 2017 The year two thousand and seventeen was one of milestones for me. I turned 60…and 250. Two hundred and fifty […]
